RL
Richard Levenson
from Western Financial Corporation
Richard Levenson is a financial advisor based in California, San Diego,
with 38 years of experience. Richard currently works for
Western Financial Corporation.
Richard maintains a S66 license (Uniform Combined 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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Richard Levenson works at Western Financial Corporation
Western Financial Corporation is a financial advisory firm based in San Diego, California. It currently has approximately $200,254,301 of assets under management and employs about 5 people. Western Financial Corporation uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
13400 Sabre Springs Parkway, Ste. 170, San Diego, California, 92128
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