How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Philip

ADVISOR PROFILE

1. 8/6/2021 - Maresca Money Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/6/2021 - No Business Name - Not Investment Related - Outside/W-2 Employment - Started 1995 - 8 Hours Per Month - Part time Actor. 3. 04/12/2022 - The Matheson Restaurant & Bar - Not Investment Related - 106 Matheson St, Healdsburg, CA 95448 - Outside/W-2 Employment - Server - Start Date - 03/28/2022 - 72 Hours Per Month/ 0 Hours During Securities Trading.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Philip R Levesque

Experience: 2 years / 1 firms

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