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Raymond Evan Levitre JR

Raymond Evan Levitre Jr

CFP®

NET WORTH ADVISORY GROUP

Sandy, UT

·CRD# 2047629·36 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$250K–$500K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Social Security & Medicare Planning
Estate & Legacy Planning
Retirement Planning
Investment Management
Financial Planning
Risk Management & Insurance

Specializations

Insurance Related Issues

Other Aliases

Raymond Evan Levitre

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2004

Years of Experience

36 years in the financial services industry

Current & Past Employments

NET WORTH ADVISORY GROUP, LLC·CRD# 126983

RIA

75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070

June 9, 2003 - Present

EQUITY SERVICES, INC.·CRD# 265

RIA

Salt Lake City, UT

October 15, 2002 - May 29, 2003

THE INSIGHT GROUP, INC.·CRD# 117936

RIA

Salt Lake City, UT

March 12, 2002 - October 10, 2002

EQUITY SERVICES, INC.·CRD# 265

BD

Montpelier, VT

March 11, 2002 - May 29, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New York, NY

February 16, 1995 - March 6, 2002

MONY SECURITIES CORPORATION·CRD# 4386

BD

New York, NY

July 23, 1994 - December 23, 1994

CITICORP INVESTMENT SERVICES·CRD# 23988

BD

Long Island City, NY

April 15, 1993 - April 20, 1994

MONY SECURITIES CORPORATION·CRD# 4386

BD

New York, NY

April 9, 1992 - April 13, 1993

FIDELITY BROKERAGE SERVICES LLC·CRD# 7784

BD

Smithfield, RI

August 13, 1990 - August 21, 1991

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Current Firm

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC

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

CRD#: 126983 / SEC#: 801-65548

RIA

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

Utah

Registered Investment Advisory firm - Utah (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).

Contact Information

Main Address

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

Phone Number

(801) 566-6639

# of Employees

20

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NET WORTH ADVISORY GROUP PART II (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,255

AUM (Assets Under Management)

$838,368,975

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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

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

CRD#: 126983 / SEC#: 801-65548

RIA

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

Utah

Registered Investment Advisory firm - Utah (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.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1990About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1990About the Series 6 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jul 1999About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jul 1999About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Services Offered by Raymond

Social Security & Medicare Planning
Estate & Legacy Planning
Retirement Planning
Investment Management
Financial Planning
Risk Management & Insurance

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Raymond Evan Levitre JR

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