Darren Collier Mcneely

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2001-05-24 → 2007-10-15
  Raymond James Financial Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. PINNACLE WEALTH ADVISORS, INVESTMENT RELATED DBA, WWW.RAYMONDJAMES.COM/BRANCHES/CORR/PINWEALTH/INDEX.ASP WEBSITE, 13231 CHAMPION FOREST DRIVE # 201, HOUSTON, TX 77069, ALL THRU BD, FINANCIAL PLANNING SHELL COMPANY TO RUN HARBOR BUSINESS THRU, PARTNER, START DATE 10/2006, 120-160 HOURS PER MONTH, 120+ DURING TRADING, FINANCIAL PLANNING. 2. 199 ESB, LLC; PANAMA CITY BEACH, FL; NOT INVESTMENT-RELATED; SINCE 10/2020; REAL ESTATE OWNER; REAL ESTATE RENTAL COMPANY; OWN 50% OF THE REAL ESTATE RENTAL HOUSE; DEVOTE 1 HOUR PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-28
• S63 Uniform Securities Agent State Law Examination
  1992-01-23