Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Evant Hunter is a financial advisor in the Dallas, TX area. He works with individuals, families, businesses, and charitable organizations to help them reach their financial goals. Charles has over 30 years of experience in the financial services industry and is a registered representative with Level Four Advisory Services. He also holds the Series 7, Series 24, Series 63, and Series 65 licenses. Charles is passionate about helping his clients achieve financial security and independence. In addition to his work at Level Four Advisory Services, Charles is an independent agent for life insurance and single premium annuities. He also serves as a board member for FV Cemetery Co.,Inc. and the City of Roanoke Advisory Board. Charles is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
08/17/2022 - Present
Level Four Advisory Services (DALLAS TX)
VA
07/29/1991 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (ROANOKE VA)
FL
11/20/1987 - 08/06/1991
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
06/22/1983 - 10/30/1987
HOWE, BARNES & JOHNSON, INC.
IA
Issued 05/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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