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Raymond Evan Levitre

Net Worth Advisory Group, LLC

Sandy, UT

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Current Employers
Net Worth Advisory Group, Llc

75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2003-06-09
  • UT RA
    APPROVED
    Since 2003-06-09

Branch Locations

75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070 • 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
Net Worth Advisory Group, Llc Salt Lake City UT 05/2003 Present
Previous Registrations
  • 2002-10-15 → 2003-05-29
    Equity Services, Inc.
    Salt Lake City, UT
  • 2002-03-12 → 2002-10-10
    The Insight Group, Inc.
    Salt Lake City, UT
Other Businesses

MR. LEVITRE IS ALSO THE AUTHOR OF A BOOK,"20 RETIREMENT DECISIONS YOU NEED TO MAKE RIGHT NOW", WHICH IS FOR SALE AT A NUMBER OF ONLINE BOOKSTORES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-24
S63 Uniform Securities Agent State Law Examination 1990-08-23
  • S65 Uniform Investment Adviser Law Examination
    1995-02-24
  • S63 Uniform Securities Agent State Law Examination
    1990-08-23
Designations
Other Names
  • Raymond Evan Levitre

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
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