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Levon E. Mcmullen

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-08
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WA RA
    APPROVED
    Since 2026-01-08
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • 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
Fidelity Brokerage Services, Llc Greenwood Village CO 09/2017 Present
State Of Colorado - Hcpf Denver CO 08/2017 09/2017
Endless Memories Llc Westminster CO 04/2016 09/2017
Southern New Hampshire University Manchester NH 10/2015 08/2017
Native Roots Denver CO 09/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 08/2017 → 09/2017
    State Of Colorado - Hcpf
    Denver, CO
  • 04/2016 → 09/2017
    Endless Memories Llc
    Westminster, CO
  • 10/2015 → 08/2017
    Southern New Hampshire University
    Manchester, NH
  • 09/2016 → 12/2016
    Native Roots
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-99061|OrgNmn:Easterseals Oregon|Org Addr:Portland,Oregon,US|OBA Nature:Easterseals is committed to th|Invst Rel:N|Title:Director|Duties:Provide guidance and support to the mission of Easterseals Oregon which include a duty of care, loyalty and to comply with applicable laws.|StrtDt:09-01-23|TotHrs/mon:6|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-12
S63 Uniform Securities Agent State Law Examination 2017-10-27
  • S66 Uniform Combined State Law Examination
    2018-07-12
  • S63 Uniform Securities Agent State Law Examination
    2017-10-27
Designations
Other Names
  • Levon Emory Mcmullen
  • Levon Mcmullen

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

More in Tigard, OR

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