Financial ADVSR advisor directory · SEC adviser records
Level Four Advisory Services financial advisors in Florida
Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Florida, by city and A to Z.
12 registered advisors work at Level Four Advisory Services in Florida, out of 128 nationwide; it's the firm's number 2 state by advisors, and the most are in Miami (2). 2 list the CFP designation and 9 are also registered broker representatives.
Level Four Advisory Services advisors by city in Florida
Every firm in Florida →Miami 2Sarasota 2Tallahassee 2Auburndale 1Clermont 1Ormond Beach 1Palm Bay 1St. Cloud 1Stuart 1
Level Four Advisory Services advisors in Florida, A to Z
Search by name →- Shabana AsifAuburndale
- Leslie E. GarrettSt. Cloud
- Kerry C. GeaneasOrmond Beach
- Scott F. KeiberClermont
- Christopher B. MagnusonSarasota
- Peter G. MagnusonSarasota · Chartered Financial Consultant
- Giuseppe MazzeoMiami
- William S. McCloudTallahassee · Certified Financial Planner
- Scott C. ProctorStuart
- Chari E. RigbyPalm Bay · Certified Financial Planner
- Daniel I. RodriguezTallahassee
- Marian N. StupkaMiami
Level Four Advisory Services advisors in every state →Level Four Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Level Four Advisory Services in other states
Texas 65North Carolina 11Georgia 6Minnesota 6Virginia 6Alabama 5Michigan 3
Questions
How many Level Four Advisory Services financial advisors are in Florida?
12 investment adviser representatives are registered at Level Four Advisory Services offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 128 at the firm nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.
Where in Florida does Level Four Advisory Services have the most advisors?
Miami, with 2, then Sarasota (2). Level Four Advisory Services has advisors in 9 cities in Florida.
How do I check a Level Four Advisory Services advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Level Four Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.