Warren Whitlock

David C. Levine has seen more financial products, services, and transactions than most investors will see in a lifetime. David was the Director of National Sales for one of the financial services industry's fastest growing independent broker-dealers which at its peak had over 1,000 registered representatives. Most recently, David was the Director of Business Development for the broker-dealer and registered investment advisor divisions of a publicly traded financial services firm with hundreds of brokers, tens of thousands of clients, and billions of dollars of assets under management. David has been licensed as a general securities representative, a registered principal, investment advisor and insurance agent for Life, Health, Variable, Fixed, and Equity Indexed Annuities. David also successfully developed and licensed Retirement Planning software to a top 10 Mutual Fund Company. David left the financial services industry behind to help protect investors going forward. He is the founder and CEO of InvestorP