RL
Ross Levin
CRD 1060168
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Accredited Investors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Accredited Investors Inc
Officer/Shareholder/Director · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗