Raymond Levitre has been Managing Member & Chief Compliance Officer of Net Worth Advisory Group since April 2003, is a control person of the firm and directly owns between 25% and 50% of it. Raymond Levitre holds a Bachelor of Science from the University of Utah.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
Ray E. LeVitre is President and Founder of Net Worth Advisory Group. He has 27 years of experience in the financial industry, including work as a representative at Fidelity, a bank investment representative at Citicorp, an insurance agent at Mutual of New York (MONY) and a stockbroker at Merrill Lynch. He started Net Worth Advisory Group in 2003.
Raymond Levitre’s longest registration is the current one, 23 years at Net Worth Advisory Group since 2003. Before joining Net Worth Advisory Group in 2003, Raymond Levitre was registered through Esi Financial Advisors and The Insight Group, Inc.
- – present · 23 yearsSandy, UT · Adviser representative · Firm CRD 126983
- Esi Financial Advisors– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 265
- The Insight Group, Inc.– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 117936
Professional designations
Listed by Net Worth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Raymond Levitre is registered as an investment adviser representative in Utah, since June 2003.
- UtahSince 9 June 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 13 July 1999 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 July 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 1995 |
| Series 7 | General Securities Representative Examination | 4 May 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 August 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 August 1990 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Raymond Evan Levitre
- CRD
- 2047629
- Firm
- Net Worth Advisory Group · CRD 126983
- Role
- Managing Member & Chief Compliance Officer
- Office
- 75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- networthadvice.com
Where does Raymond Levitre work?
Raymond Levitre has been Managing Member & Chief Compliance Officer of Net Worth Advisory Group, LLC since April 2003, and is a control person of the firm.
Is Raymond Levitre a financial advisor?
Yes. Raymond Levitre has a current investment-adviser registration in Utah, through Net Worth Advisory Group since June 2003.
How many years of experience does Raymond Levitre have?
Raymond Levitre has 24 years in the financial industry, since March 2002, across 3 adviser firms.
What exams has Raymond Levitre passed?
Raymond Levitre has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 10 and Series 9. The earliest, the Series 6, was passed in August 1990.
Where did Raymond Levitre work before Net Worth Advisory Group?
Before Net Worth Advisory Group, Raymond Levitre was registered through Esi Financial Advisors, October 2002 to May 2003; The Insight Group, Inc., March 2002 to October 2002.
Where is Raymond Levitre based?
Raymond Levitre’s registered office is in Sandy, UT.
Is Raymond Levitre registered with FINRA?
No. Raymond Levitre has no current broker registration.
Is Raymond Levitre a CFP?
Net Worth Advisory Group lists Raymond Levitre with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Raymond Levitre’s record?
Search CRD 2047629 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Levitre’s full registration record.
