Level Financial Advisors Inc
Legal Name: LEVEL FINANCIAL ADVISORS, INC.
Full Contact Details
Level Financial Advisors Inc
1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY
716-634-6113
716-810-9445
Other Info
Level Financial Advisors Inc, also known as LEVEL FINANCIAL ADVISORS, INC., is a NY Corporation registered with the SEC since April 9, 1981. With 14 employees and 8 offering advisory services, it caters to a small clientele base of 12 clients. The firm's SEC status is approved, indicating its compliance with regulatory requirements for providing financial advisory services.
Level Financial Advisors – Retire Better
We help our clients achieve success through our personalized financial planning and investment management process.
Direct Owners
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MICHAEL CLARK HEBURN
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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ROSANNE MARIE BRAXTON
PRESIDENT owns more than 50% but less than 75%
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STEVEN MARK ELWELL
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%