Managing Member & Chief Compliance Officer · Net Worth Advisory Group, LLC
Raymond E. Levitre
CRD 2047629 · Named on Form ADV at one SEC-registered adviser
At a glance
Net Worth Advisory Group, LLC, an SEC-registered wealth manager based in Sandy, UT with $838 million in regulatory assets, lists Raymond E. Levitre on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Net Worth Advisory Group, LLCManaging Member & Chief Compliance OfficerWealth manager · Sandy, UT · $838M in regulatory assets
AtlasMembers
Raymond’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Raymond’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David W. SwappManaging Member, Net Worth Advisory Group, LLC
- Gregory M. SimmonsManaging Member, Net Worth Advisory Group, LLC
- Richard C. SmithManaging Member, Net Worth Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Raymond’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.