First Allied
Finance · 11-50 Employees
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Overview
Phone Number
(646) 201-9596Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About First Allied
William G. Levis, CFP®, CWS® is a senior financial advisor affiliated with Cetera Financial, providing expert financial planning and wealth management services. The firm focuses on helping clients achieve their financial goals through personalized strategies and investment advice. Their intended clients include individuals seeking comprehensive financial guidance and investment management. With a commitment to client education and support, they aim to empower clients in making informed financial decisions.Explore more
Popular SearchesFirst Allied Securities IncRetirementFirst AlliedSIC Code 62,628NAICS Code 52,523Show more
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First Allied
<$5M
11-50
Private
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N/A
Company Profile Activity
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William G. Levis, CFP®, CWS® is a senior financial advisor affiliated with Cetera Financial, providing expert financial planning and wealth management services. The firm focuses on helping clients achieve their financial goals through personalized strategies and investment advice. Their intended clients include individuals seeking comprehensive fin... Read More
