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Charles Alan Levin

Levin Financial Planning

Wayland, MA

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Current Employers
Levin Financial Planning

Wayland, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-06-22
  • MA RA
    APPROVED
    Since 2005-06-22

Branch Locations

13 Pelham Island Road, Wayland, MA 01778 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Levin Financial Planning Wayland MA 07/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-14
  • S65 Uniform Investment Adviser Law Examination
    2004-09-14

View on SEC IAPD

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