Robert Harrison Evans

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

• 09/2015 → 09/2021
  Lpl Financial Llc
  La Grange, NC
• 09/2015 → Present
  Level Four Advisory Services
  La Grange, NC
• 09/2021 → Present
  Level Four Financial, Llc
  Mobile, AL

Previous Registrations

• 2017-05-17 → 2018-01-24
  Lpl Financial Llc
  Greenville, NC
  La Grange, NC
  Goldsboro, NC
  Raleigh, NC
  Williamston, NC
  New Bern, NC
  Belhaven, NC
  Greenville, NC
• 2014-08-12 → 2015-10-05
  Principal Securities, Inc.
  Greenville, NC
  Greenville, NC
  Raleigh, NC

Other Businesses

1. 09/22/2015 - Level Four Insurance Services LLC - INV REL - Non-Variable Insurance - START 9/1/15 - 10% TIME SPENT - Agent: Disability, Term, Health, Fixed, paid at carrier level 2. 09/30/2015 - Level Four Advisory Services LLC - INV REL - Registered Investment Advisor Hybrid - START 9/1/15 - 70% TIME SPENT - IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-09
• S63 Uniform Securities Agent State Law Examination
  2014-03-06