Mark Levenson

from Value Monitoring, Inc
SEC regulated
Regulated Investment Advisor
Mark Levenson is a financial advisor based in California, Menlo Park, with 23 years of experience. Mark currently works for Value Monitoring, Inc. Mark maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Levenson works at Value Monitoring, Inc
Value Monitoring, Inc is a financial advisory firm based in Menlo Park, California. It currently has approximately $61,600,000 of assets under management and employs about 3 people. Value Monitoring, Inc uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
8 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
250 Oak Grove Avenue, Suite A, Menlo Park, California, 94025

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