Steven DevlinCRD Number: 3074341
Current Firm: Level Four Advisory Services
Steven Devlin (CRD# 3074341) is an Investment Advisor Representative working at Level Four Advisory Services in Roanoke, VA and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Virginia Capital Strategies
|Leverl Four Advisory Services||Roanoke, VA||Jan 2015 - Current||2|
|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||Jan 2004 - Sep 2013||9|
|Metropolitan Life Insurance Company||Roanoke, VA||Jan 2004 - Sep 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,313MILLIONS
Total Number of Accounts5,717ACCOUNTS
Average Account Value$229,697
- 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, 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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