Invested Better
Unclaimed

Unclaimed

Unclaimed

Darren Collier McNeely

Level Four Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Darren? Claim Your Profile

About Darren Collier McNeely

Darren Collier McNeely is a financial advisor who has been in the industry since 1992. Darren is currently registered with Level Four Advisory Services. Darren has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC., RUSHMORE SECURITIES CORPORATION, NORTHSTAR SECURITIES, INC., DOMINION CAPITAL CORPORATION, PRINCIPAL FINANCIAL SECURITIES,INC. and POWELL & SATTERFIELD, INC. Darren is a registered representative and investment advisor representative in Alabama, Colorado, Florida, Georgia, Louisiana, South Carolina, Texas, and Washington. Darren holds a Series 7, Series 24, Series 51, Series 63, and Series 65 license.

Firm Information

Darren McNeely is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees - portion of assets managed by other advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Darren McNeely’s Registration & Firm History

TX

12/21/2021 - Present

Level Four Advisory Services (CYPRESS TX)

TX

05/24/2001 - 10/15/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

01/17/2001 - 05/25/2001

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

TX

06/18/1998 - 02/26/2001

NORTHSTAR SECURITIES, INC. (DALLAS TX)

TX

10/24/1996 - 12/09/1998

DOMINION CAPITAL CORPORATION (DALLAS TX)

TX

03/09/1993 - 10/28/1996

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

AR

03/23/1992 - 12/23/1992

POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)

Not sure if Darren Collier McNeely is right for you?

Licenses & Designations

IA

Issued 11/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darren Collier McNeely.
Not sure if Darren Collier McNeely is right for you?