Financial ADVSR advisor directory · SEC adviser records
Level Four Advisory Services financial advisors in Roanoke, VA
Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Roanoke, A to Z.
3 registered advisors work at Level Four Advisory Services in Roanoke, out of 138 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Level Four Advisory Services advisors in Roanoke, A to Z
Every Level Four Advisory Services advisor →- Steven J. DevlinAlso a broker rep
- Jason D. FletcherCertified Financial Planner · Also a broker rep
- Robert D. FraimAlso 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 64Atlanta, GA 5Great Neck, NY 4Minnetonka, MN 3Pinehurst, NC 3Williamsburg, VA 3Wilson, NC 3Bloomfield Hills, MI 2Fort Worth, TX 2La Grange, NC 2Miami, FL 2Mobile, AL 2Raleigh, NC 2San Antonio, TX 2Sarasota, FL 2
Other firms in Roanoke
All Roanoke advisors →Wells Fargo Clearing Services, LLC 55Equitable Advisors, LLC 23Davenport & Company LLC 20LPL Financial LLC 20Commonwealth Financial Network 16Edward Jones 15Truist Advisory Services, Inc. 15Equity Services, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Morgan Stanley 13Ameriprise Financial Services, LLC 11Janney Montgomery Scott LLC 11
Questions
How many financial advisors does Level Four Advisory Services have in Roanoke?
3 investment adviser representatives are registered at Level Four Advisory Services offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 138 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Level Four Advisory Services one of the largest advisor employers in Roanoke?
Level Four Advisory Services ranks number 28 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 55.
How do I check a Level Four Advisory Services advisor in Roanoke?
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.