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Professional Profile for Bill Levy

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Bill Levy

Bellevue, WA, 98004

Telephone: [425] 646-6712

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My Business Philosophy

The Levy Investment Group believes that by understanding clients’ goals we can tailor a comprehensive investment plan specific to the client’s situation and continuously monitor the plan to ensure the goals remain intact.

We specialize in three major areas. The first area is in overseeing portfolios designed for growth of capital. The second area of expertise is in retirement income planning including the transition to retirement. Our goal is to help clients retire in a way that meets their needs and helps maintain their lifestyle throughout retirement. The third area of specialization is in wealth preservation. By seeking to protect principal first, and achieve conservative growth or income second, LIG helps its clients safeguard their assets.

NO FEE Consultations or Planning

My Education (Bill Levy)

My degrees or years of college are:

• University of Washington

• BA in Finance and Accounting

Financial Services

I have the following years of financial services experience:

• 40

I currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

• Series 63 - Sell securities across state lines

• Series 65 - Act as an investment advisor for fees

My CRD or IARD number is:

• 308379

• I am not a Registered Investment Advisor

• I am not an Investment Advisor Representative

My compliance department requires the following disclosure:

• Paulson Investment Company, Inc. is a member of the FINRA/SIPC. The above communication, the attachments and external Internet links provided are intended for informational purposes only and are not to be interpreted by the viewer as a solicitation to participate in securities offerings. Investments referenced may not be suitable for all investors and may not be permissible in certain jurisdictions.

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Investment Strategy

• Current Plan Reviews

• Principal Protection

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

• Bill Levy's stock investing results have been nationally recognized in Barron's, Investors Business Daily and USA Today.

I provide the following investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

• Equity Real Estate

• Annuities:
Fixed Annuities
Equity-Indexed Annuities
Variable Annuities
Options Buying
Options Writing

My minimum asset requirement for investment advisory or money management services is:

• $50,000

My minimum net worth requirement for planning services is:

Insurance Services & Products

I have the following years of insurance experience:

• 38

I hold the following insurance industry certifications or designations:

• None

• Adam Levy, CRPC

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

• Health

My insurance license number for my home state is:

• WA/108257

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

• Executive

• Business

Business Practices (All Professionals)

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Commission (Investment products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Monthly reports

• Quarterly reports

• Annual reports

• Market Letters

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

• We will respond to calls or emails at the very earliest opportunity.

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Bill Levy

Most Recent Update: December 17, 2008

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.