Bio Brian Levy, Investment Adviser

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Brian Levy, Investment Adviser

Founder, BML Wealth Management

Phone: 949.682.9105
BML Wealth Management

Brian Levy is the founder of BML Wealth Management in Irvine, Calif. Brian has a bachelor's degree in Business Economics from the University of California, Santa Barbara. He has passed the Series 66 securities exam, and is licensed in life and health insurance in California. Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License #0E50344. BML Wealth Management & Cooper Financial Group are not affiliated.

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