Jeffrey LavinVice President
Phone: 310-324-9777 Jeffrey Lavin is an Investment Advisory Representative. He holds his Series 7, 24, & 63 securities registrations. He is also a licensed health, life and variable annuities insurance agent. Jeffrey is the Vice President of The Sudol Group and Registered Representative with National Planning Corporation. He has been a financial planner since 1987. His primary interest is in working with clients of high net worth who require legacy planning, exit planning strategies and family wealth management. He provides assistance in retirement planning, tax planning, investment strategies, and insurance services.
Clients who have benefited from working with him included business owners, clients approaching retirements, and seniors who seek advice on how to protect their investments.
Raised in Scottsdale, Arizona and graduated from Brophy College of Preparatory and then attended the University of Arizona. He enjoys traveling and working out in fitness activities and an advanced level scuba driver.
 About Us
|
|
|
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities licensed associates of The Sudol Group-Wealth Management Specialists are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. The Sudol Group-Wealth Management Specialists and NPC are separate and unrelated companies.
|