Managed Opportunities

Managed accounts are one of the largest growing types of accounts in the industry. Accounts that meet certain minimum account values can be placed in a managed account where either the rep or a 3rd party manages the funds to fit the suitability of the client while trying to get the most return that the client is comfortable with. Periodic fees are associated with these accounts. For more information, please contact Levi to look into the many managed opportunities that Levi and LPL offer.

We will be CLOSED, SATURDAY, MAY 18 - Due to Software Enhancements. Other service will also be affected: ONLINE BANKING will be down beginning Friday, May 17 at 3 p.m. through Monday, May 20 at 9 a.m. DEBIT CARDS will be down from 3:00 - 3:30 p.m. on Friday, May 17. You will receive an EXTRA STATEMENT on your account(s) for the month of MAY.