Jeff MacyCRD 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 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Clearing Services, LLC
Virginia Capital Strategies
|Level Four Advisory Services||Roanoke, VA||Jan 2015 - Current||3|
|Lpl Financial, LLC||Roanoke, VA||Sep 2013 - Current||4|
|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|
Total Assets Under Management2,211MILLIONS
Total Number of Accounts7,794ACCOUNTS
Average Account Value$283,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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