Evan M. Levine, ChFC (“Levine”) is an SEC Registered Investment Advisor (“RIA”), under CRD#152419. Levine provides flat fee financial planning, asset management and related services for clients nationally. Levine will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. Levine renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Levine. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. Levine does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Levine will provide all prospective clients with a copy of his Brochure, Brochure Supplement and Privacy Statement prior to commencing an advisory relationship. Existing clients will receive an offer to receive a copy on an annual basis.
To request hard copies by mail or if you have any other questions regarding compliance or regulatory information, please contact us.
Further information is available on the SEC website.
Complete Advisors values your right to privacy. Any personal information you provide to Complete Advisors over this website will be maintained and be accessible only by Complete Advisors. Every user visiting our site may remain anonymous and need not reveal any personal information.
However, in certain portions of the site you may be asked to provide personal information, such as registering for e-mail messages or providing information as a new client. We will use this data to contact you with information that is relevant to the reasons for which it was submitted.
We will not sell or share this data with third-party vendors without your permission. Complete Advisors will not disclose information about any individual user to any entity except to comply with applicable laws or valid legal processes.
If such a disclosure should inadvertently occur, Complete Advisors will use reasonable efforts to limit and remedy the disclosure but will accept no liability for the disclosure. It is important to us that your experience of the Complete Advisors website be positive. Toward this end, we promise to do everything we can to respect and protect your right to privacy.
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