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Kimberlee Levy - Email & Phone Number

Chief Compliance Officer at Concorde Investment Services

Kimberlee Levy is based out of Novi, Michigan, United States and works at Concorde Investment Services as Chief Compliance Officer.

Kimberlee Levy's Contact Information

Kimberlee Levy's Work email
k*****@concor***.com
Valid
Latest update
October 17, 2025
Location
Novi, Michigan, United States

Kimberlee's current employer

Concorde Investment Services logo

Concorde Investment Services

Description
Concorde is an award-winning, SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm that empowers financ...
HQ Location
Livonia, Michigan, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Kimberlee Levy

What company is Kimberlee Levy working for?
Kimberlee Levy works for Concorde Investment Services.
What is Kimberlee Levy's function at Concorde Investment Services?
Kimberlee Levy is Chief Compliance Officer at Concorde Investment Services.
Where is Kimberlee Levy based?
Kimberlee Levy is based out of Novi, Michigan, United States.
What is Kimberlee Levy's work email address?
Kimberlee Levy's professional email address is k*****@concor***.com
Who are Kimberlee Levy's co-workers?
Kimberlee Levy's colleagues are Drew Jackson, Danielle Delongchamp, John Gakenheimer, Kathleen Hofer, John Zwolinski, Amy Arnold, Terry Bonnett, Dawn Hoover, Preston Mokris, Andre Ramirez, Heather Faucette, Melissa Shrimpton, Shannon Arndt, Douglas Eagle, Peter Fisher, Jena Stacey, Nicole Woolson, Jae Lee, Robert Tudor, Alan Geier, Rebecca Freeman, Declan Marmion, Lori DeLuna.
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Kimberlee's co-workers

Drew Jackson avatar
Drew Jackson
President Asset Management
Danielle Delongchamp avatar
Danielle Delongchamp
President & Chief Executive Officer
John Gakenheimer avatar
John Gakenheimer
Co-founder and VP of Business Development
Kathleen Hofer avatar
Kathleen Hofer
CFO
John Zwolinski avatar
John Zwolinski
Senior VP of Brand & Experience at Concorde Investment Services
Amy Arnold avatar
Amy Arnold
Senior Due Dilgence Officer and Director of Research
Terry Bonnett avatar
Terry Bonnett
Director Of Brokerage Operations
Dawn Hoover avatar
Dawn Hoover
Sales Supervision Manager
Preston Mokris avatar
Preston Mokris
Independent Advisor
Andre Ramirez avatar
Andre Ramirez
Financial Advisor
Heather Faucette avatar
Heather Faucette
Independent Licensed Representative
Melissa Shrimpton avatar
Melissa Shrimpton
Operations Manager
Shannon Arndt avatar
Shannon Arndt
Operations Manager
Douglas Eagle avatar
Douglas Eagle
Registered Representative
Peter Fisher avatar
Peter Fisher
Peter K Fisher
Jena Stacey avatar
Jena Stacey
Compliance Officer/Sales Supervisor
Nicole Woolson avatar
Nicole Woolson
Registrations & Disclosure
Jae Lee avatar
Jae Lee
Sales Supervisor
Robert Tudor avatar
Robert Tudor
Sales Practice Supervisor
Alan Geier avatar
Alan Geier
Investment Adviser; 1031 Exchange Adviser
Rebecca Freeman avatar
Rebecca Freeman
CFP
Declan Marmion avatar
Declan Marmion
Financial Advisor
Lori DeLuna avatar
Lori DeLuna
Senior Advertising Principal
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