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Wesley Robert McKnight

Level Four Financial, LLC

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About Wesley Robert McKnight

Wesley Robert McKnight is a financial professional with over 25 years of experience in the industry. Wesley is currently registered with Level Four Financial, LLC, a firm that specializes in providing investment advice and services. Wesley has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Wesley 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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Wesley McKnight’s Registration & Firm History

TX

10/23/2023 - Present

Level Four Financial, LLC (NACOGDOCHES TX)

TX

06/10/2002 - 11/02/2023

INTERVEST INTERNATIONAL EQUITIES CORPORATION (NACOGDOCHES TX)

IN

08/05/1998 - 06/10/2002

CONSECO SECURITIES, INC. (CARMEL IN)

IN

01/20/1997 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

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Licenses & Designations

BC

Issued 11/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Robert McKnight.
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