Jeff Macy, financial advisor Roanoke VA
90 score

Jeff Macy

CRD Number: 5928613
Current Firm: Level Four Advisory Services

Jeff Macy (CRD# 5928613) is an Investment Advisor Representative working at Level Four Advisory Services in Roanoke, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Level Four Advisory Services Roanoke, VA Jan 2015 - Current 1
Lpl Financial, LLC Roanoke, VA Sep 2013 - Current 3
Independent Advisor Alliance, LLC Roanoke, VA Feb 2014 - Jan 2015 < 1
Metlife Securities, Inc. Roanoke, VA Apr 2012 - Sep 2013 1
Nylife Securities LLC Roanoke, VA Feb 2012 - Apr 2012 < 1
New York Life Insurance Co Roanoke, VA May 2011 - Apr 2012 < 1
Usmc Police Departmeny Quantico, VA Apr 2009 - May 2011 2
Jlm Improvements Mechanicsville, VA Oct 2008 - Apr 2009 < 1
Hanover County Sheriff Hanover, VA Aug 1997 - Nov 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Jeff L. Macy
Phone Number: 972-665-0878
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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