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Roger Wayne McKnight

Level Four Financial, LLC

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About Roger Wayne McKnight

Roger McKnight is a financial professional with over 20 years of experience in the industry. Roger currently works at Level Four Financial, LLC where he is registered as a broker. Roger holds the Series 6, Series 63, and SIE licenses. Roger previously worked at InterVest International Equities Corporation for over 20 years before joining Level Four Financial, LLC.

Firm Information

Roger McKnight is currently registered with Level Four Financial, LLC. Level Four Financial, LLC is a Limited Liability Company formed on January 22, 2004, and is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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.

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Roger McKnight’s Registration & Firm History

TX

11/01/2023 - Present

Level Four Financial, LLC (NACOGDOCHES TX)

TX

02/25/2003 - 11/02/2023

INTERVEST INTERNATIONAL EQUITIES CORPORATION (NACOGDOCHES TX)

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Licenses & Designations

BC

Issued 03/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Wayne McKnight.
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