Financial ADVSR advisor directory · SEC adviser records
Level Four Advisory Services financial advisors in Virginia
Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Virginia, by city and A to Z.
6 registered advisors work at Level Four Advisory Services in Virginia, out of 128 nationwide; it's the firm's number 6 state by advisors, and the most are in Roanoke (3). 2 list the CFP designation and 5 are also registered broker representatives.
Level Four Advisory Services advisors by city in Virginia
Every firm in Virginia →Level Four Advisory Services advisors in Virginia, A to Z
Search by name →- Jonathan K. ByusRoanoke
- Steven J. DevlinRoanoke
- Robert D. FraimRoanoke
- Peter H. GoreWilliamsburg · Certified Financial Planner, Chartered Financial Analyst
- Glenn F. VerityWilliamsburg · Certified Financial Planner
- John D. Zaleski IICulpeper
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 65Florida 12North Carolina 11Georgia 6Minnesota 6Alabama 5Michigan 3
Questions
How many Level Four Advisory Services financial advisors are in Virginia?
6 investment adviser representatives are registered at Level Four Advisory Services offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 128 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Where in Virginia does Level Four Advisory Services have the most advisors?
Roanoke, with 3, then Williamsburg (2). Level Four Advisory Services has advisors in 3 cities in Virginia.
How do I check a Level Four Advisory Services advisor in Virginia?
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.