Evan Marc Levine

Employer firm

Complete Advisors CRD 307127

$84.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• BUSINESS VALUATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 03/2020
  Evan M. Levine D/B/A Completeadvisors
  Valley Stream, NY
• 02/2019 → Present
  Complete Advisors Plus Llc
  Valley Stream, NY

Other Businesses

1. GROUP INSURANCE BROKER, 1996, 5HRS/MTH, 3HRS/MTH DURING SEC TRADING HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-15

Designations

• Chartered Financial Consultant

Other Names

• Evan M Levine