Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harrison Evans is a financial advisor with Level Four Advisory Services. Robert has been in the financial industry since 2013. Robert holds Series 6, 7, 63 and 65 licenses and the SIE. Robert has also earned an IAR with Level Four Advisory Services. Robert has experience working with a variety of clients including individuals, corporations, charitable organizations and retirement plans. Robert is a licensed advisor in Texas and North Carolina, and also registered as an IAR in both states. Robert is also registered as an agent for Level Four Insurance Services, providing insurance services.
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
01/25/2018 - Present
Level Four Advisory Services (DALLAS TX)
NC
09/22/2015 - 09/21/2021
LPL FINANCIAL LLC (GREENVILLE NC)
NC
01/01/2014 - 10/05/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Greenville NC)
IA
Issued 07/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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