Romero & Levin Wealth Management, Inc.

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Description

  • Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset management through LPL Financial a Registered Investment Advisor & Member SIPC www.sipc.org. Our website is www.RomeroWM.comDaniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519 No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA..Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • location

    Headquarters:2520 North Santiago Boulevard , Orange, California, United States

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  • Romero & Levin Wealth Management, Inc. phone

    Phone Number: +1 714-547-8787

  • Romero & Levin Wealth Management, Inc. website

    Website: https://www.romerowm.com

  • Romero & Levin Wealth Management, Inc. employees

    Employees:3

  • Romero & Levin Wealth Management, Inc. revenue

    Revenue:$0 - 1M

  • Romero & Levin Wealth Management, Inc. legal name

    Legal Name:Romero & Levin Wealth Management, Inc.

  • Romero & Levin Wealth Management, Inc.'s Social Media

    Romero & Levin Wealth Management, Inc. linkedin Romero & Levin Wealth Management, Inc. facebook Romero & Levin Wealth Management, Inc. twitter
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  • |  NAICS Code: 531210  |

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Person level website identification

Director Of Business Development for Romero & Levin Wealth Management, Inc.

Jessica Hansen

Director Of Business Development

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Jessica Hansen

Director Of Business Development

Frequently Asked Questions regarding Romero & Levin Wealth Management, Inc.

  • Where are Romero & Levin Wealth Management, Inc.'s Headquarters?

    Romero & Levin Wealth Management, Inc.'s Headquarters are in 2520 North Santiago Boulevard ,Orange,California,United States

  • What is Romero & Levin Wealth Management, Inc.'s phone number?

    Romero & Levin Wealth Management, Inc.'s phone number is +1 714-547-8787

  • What is Romero & Levin Wealth Management, Inc.'s official website?

    Romero & Levin Wealth Management, Inc.'s official website is https://www.romerowm.com

  • What is Romero & Levin Wealth Management, Inc.'s Revenue?

    Romero & Levin Wealth Management, Inc.'s revenue is $0 - 1M

  • What is Romero & Levin Wealth Management, Inc.'s NAICS code?

    Romero & Levin Wealth Management, Inc.'s NAICS code is 531210

  • How many employees are working in Romero & Levin Wealth Management, Inc.

    Romero & Levin Wealth Management, Inc. has 3 employees

  • What is Romero & Levin Wealth Management, Inc.'s Industry?

    Romero & Levin Wealth Management, Inc. is in the industry of Financial Services

  • Who is Romero & Levin Wealth Management, Inc.'s Director Of Business Development?

    Romero & Levin Wealth Management, Inc.'s Director Of Business Development is Jessica Hansen

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