Evan M. Levine, ChFC
| Other Names: |
Evan M Levine, Evan Marc Levine
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| DBA: |
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| Type: |
Not Actively Registered |
Description
The emphasis of Evan's practice is placed on comprehensive, transparent and client-centered financial advice. With twenty-threeyears of experience, his practice focuses on helping investors and 401-k particpants plan to achieve their long-term financial life goals and objectives covering accumulation, protection and distribution
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planning. With a background in Insurance & Estate Planning, Evan spent the first 21 years of his career affiliated with a large life insurance - broker dealer. In January, 2010, Evan became independent and started his own RIA (Registered Investment Advisory) Firm - completeadvisors.com, and became a fiduciary. A fiduciary is a person or entity that manages money for the benefit of another called a beneficiary. A fiduciary is bound by law to place the interest of its beneficiary first - before the fiduciary's own interests. Evan has been a guest speaker on retirement and estate planning at NYU, the 92nd Street Y, The JCC NYC, Marymount and the Ross School. He has published numberous articles that have appeared in industry magazines including The CPA Journal, The National Public Accountant and Advisor Today. He has been a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, The Million Dollar Round Table and Toast Masters International, Inc. Evan is married with two children. Professional Specialty: Comprehensive Financial Planning Portfolio Analysis/Asset Allocation Estae Analysis Individual Insurance Group Pension/401(k) Plans
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Answers and Guides
Level 20
Level 20 Contributor
111 Answers and 23 Financial Guides
Top Answers
Answered Mar 29, 2012
near Port Washington, NY
Equity-indexed Life insurance is a very complex product and not very transparent. It may or may not be smart for you to continue at this juncture; a more thorough analysis is needed. Our office has considerable experience in this niche area. Feel free
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Equity-indexed Life insurance is a very complex product and not very transparent. It may or may not be smart for you to continue at this juncture; a more thorough analysis is needed. Our office has considerable experience in this niche area. Feel free to reach me at 516-240-6161 or evan@completeadvisors.com to discuss further. Evan Levine
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Answered Jan 05, 2012
near Port Washington, NY
If you are a plan sponsor, you are serving as a fiduciary - UNLESS you have contractually delegated that function to an investment manager that has acknowledged fiduciary responsibility under ERISA section 3(38). Good luck!
Answered Apr 24, 2012
near Port Washington, NY
I have no idea and doubt anyone esle does, including economists - at least not in the short term. When it comes to complex systems like economics and politics, trying to predict the short term future is almost - if not completely - immposible. There is
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I have no idea and doubt anyone esle does, including economists - at least not in the short term. When it comes to complex systems like economics and politics, trying to predict the short term future is almost - if not completely - immposible. There is too much randomness. This creates an inherint conflict: As human beings, we are hard wired to want to predict what will happen next- it gives us comfort, partcularly with our retirement accounts! But we rarely can, which is why I like Jonathans 1) and 2) solutions at the end of his answer but dont care for the first part about " What most economists are predicting". Best of luck! Evan
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Top Guides
Published Mar 14, 2013
In 2011 we were hit by hurricane Irene and endured a fair amount of damage. Then of course last year we were walloped by Sandy which caused severe damage that will take years to recover
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Published Feb 26, 2013
93% of American drivers rate themselves as better than average…which is a mathematical impossibility. (Source: Svenson, 1981) This reveals something researchers have coined “Overconfidence Bias” which is “A strong tendency among subjects to believe themselves
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Published Jan 23, 2013
Maybe it’s time for Fidelity, T. Rowe Price and BlackRock to come out of the closet. But first, a re-cap: The two main investment styles or philosophies are 1) indexing (sometimes referred to as passive
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*Answers and guides are provided without compensation.
Advisor Information
Advisor Assets Under Management
$1.1M
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.
Advisor Client Types
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Individuals |
40% |
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High Net Worth Individuals |
40% |
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Pension and Profit Sharing Plans |
20% |
*The Client Types data displayed has been entered by the advisor and has not been verified.
Experience and Employment History
| Employer |
Years |
Dates |
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Evan M. Levine, ChFC
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3 years, 5 months
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Dec 2009 -
Present
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Mml Investors Services, Inc.
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22 years, 9 months
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Aug 1990 -
Present
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Massachusetts Mutual Life Insurance Comp
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23 years, 11 months
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Jun 1989 -
Present
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*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Not registered
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Disclosures
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| As of Date |
09/07/2012
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam |
Series |
Passed Date |
| Corporate Securities Limited Representative Examination |
Series 62 |
01/26/2004 |
| Uniform Securities Agent State Law Examination |
Series 63 |
05/15/1991 |
| Investment Company Products/Variable Contracts Representative Examination |
Series 6 |
10/08/1990 |
Firm Compensation Arrangements
Types of Compensation Arrangements
