Financial ADVSR advisor directory · SEC adviser records
Level Four Advisory Services financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Raleigh, A to Z.
The short answer
1 registered advisors work at Level Four Advisory Services in Raleigh, out of 128 at the firm nationwide; it ranks number 82 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Level Four Advisory Services advisors in Raleigh, A to Z
Every Level Four Advisory Services advisor →- Kenyon L. AllmanAlso a broker rep
Level Four Advisory Services advisors in every city and state →Level Four Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Level Four Advisory Services advisors in other cities
Dallas, TX 59Atlanta, GA 5Bloomfield Hills, MI 3Minnetonka, MN 3Roanoke, VA 3Shakopee, MN 3Dothan, AL 2Fort Worth, TX 2Great Neck, NY 2La Grange, NC 2Miami, FL 2Mobile, AL 2Sarasota, FL 2Tallahassee, FL 2Williamsburg, VA 2
Other firms in Raleigh
All Raleigh advisors →Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50
Questions
How many financial advisors does Level Four Advisory Services have in Raleigh?
1 investment adviser representatives are registered at Level Four Advisory Services offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 128 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Level Four Advisory Services one of the largest advisor employers in Raleigh?
Level Four Advisory Services ranks number 82 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.
How do I check a Level Four Advisory Services advisor in Raleigh?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.