LPL Financial
46yrs
Top advisor by experience in Timonium
New
Levi Bean is a fiduciary financial advisor in Timonium, Maryland, registered since Jan 2026. Levi has been with Osaic Wealth since 2026. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 124 advisors with offices in Timonium, and one of 110 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office9515 Deereco Rd Suite 604, Timonium, MD 21093
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowOsaic Wealth, Inc.Current firm
Contact Levi
Local office(410) 821-0089Ask for Levi. (800) 821-5100Main office · Scottsdale, AZ 9515 Deereco Rd Suite 604Timonium, MD 21093Office · Get directions
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Questions to ask Levi
Tailored to Levi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Levi
How do I contact Levi?
Call Levi’s local office at (410) 821-0089 or the Osaic Wealth main office at (800) 821-5100, and ask for Levi Bean.
How long has Levi been a financial advisor?
Levi is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Levi hold?
Series 66. Tap any license on this page to see what it allows.
Is Levi a fiduciary?
Levi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Levi paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Levi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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