Charles Evant Hunter

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

• 07/1991 → 08/2022
  Mid-Atlantic Securities, Inc.
  Roanoke, VA
• 08/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 08/2022 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2007-05-02 → 2022-10-31
  Mid-Atlantic Securities, Inc.
  Roanoke, VA
  Roanoke, VA

Other Businesses

INDEPENDENT AGENT FOR LIFE INSURANCE AND SINGLE PREMIUM ANNUITIES. SPEND ABOUT AN HOUR A MONTH ON THIS. COMPENSATED WITH COMMISSIONS, STARTED 5/2023, ANNUITIES ARE INVESTMENT RELATED, BUSINESS IS OUT OF MY BRANCH OFFICE LOCATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-01
• S63 Uniform Securities Agent State Law Examination
  1983-06-30

Other Names

• Chuck Hunter