Leah Ricks Levingston
Professional Summary
Leah Ricks Levingston, who also goes by Leah Catherine Ricks, is a registered financial advisor currently at ALASKA WEALTH ADVISORS located in Anchorage, Alaska. Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Leah has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Leah Ricks Levingston, Leah Catherine Ricks
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
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.
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
Current Firm
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
Contact Information
Main Address
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503Phone Number
(907) 272-7575# of Employees
23SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2,274AUM (Assets Under Management)
$1,156,213,886Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
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.
The advisor shows no other business activity.
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
Primary Firm SEC Registration
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
State Registrations and Notice Filings
(1/21/2021)
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.
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Leah Ricks Levingston's CRS (Customer Relationship Summary).
Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
THE MARSHALL FINANCIAL GROUP LLC
CHASE INVESTMENT SERVICES CORP.
J. W. COLE ADVISORS, INC.