Raymond E. Levitre

NET WORTH ADVISORY GROUP

Sandy, UT 84070

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CRD#: 2047629

Professional summary

Raymond Evan Levitre JR, CFP®, who also goes by Raymond Evan Levitre, is a registered financial advisor currently at NET WORTH ADVISORY GROUP, LLC located in Sandy, Utah.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Raymond has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Estate Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

Insurance Related Issues

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Raymond Evan Levitre

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. LEVITRE IS ALSO THE AUTHOR OF A BOOK,"20 RETIREMENT DECISIONS YOU NEED TO MAKE RIGHT NOW", WHICH IS FOR SALE AT A NUMBER OF ONLINE BOOKSTORES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Evan Levitre JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

June 9, 2003 - Present

NET WORTH ADVISORY GROUP, LLC

Office #1: 75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070

RIA

CRD#: 126983

Sandy, UT

Past

October 15, 2002 - May 29, 2003

EQUITY SERVICES, INC.

RIA

CRD#: 265

SALT LAKE CITY, UT

Past

March 12, 2002 - October 10, 2002

THE INSIGHT GROUP, INC.

RIA

CRD#: 117936

SALT LAKE CITY, UT

Past

March 11, 2002 - May 29, 2003

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

February 16, 1995 - March 6, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 23, 1994 - December 23, 1994

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

April 15, 1993 - April 20, 1994

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

April 9, 1992 - April 13, 1993

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 13, 1990 - August 21, 1991

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(6/9/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/4/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/9/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/13/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/13/1999

General Securities Sales Supervisor - Options Module Examination

Current Firm

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

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Contact information

Main Address

75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070

Mailing Address

Phone number

(801) 566-6639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NET WORTH ADVISORY GROUP PART II (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,970
AUM (Assets Under Management)	$ 718,363,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Raymond E. Levitre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Evan Levitre JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY SERVICES, INC.

THE INSIGHT GROUP, INC.

EQUITY SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MONY SECURITIES CORPORATION

CITICORP INVESTMENT SERVICES

MONY SECURITIES CORPORATION

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NET WORTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/1995

Series 63

Date: 8/23/1990

Series 7

Date: 5/4/1992

Series 6

Date: 8/9/1990

Series 10

Date: 7/13/1999

Series 9

Date: 7/13/1999

Current Firm

NET WORTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NET WORTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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