Bonnie Oquinn

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

• 08/2016 → 04/2023
  Red Reef Advisors Llc
  Durham, NC
• 04/2023 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2016-09-01 → 2023-04-24
  Red Reef Advisors Llc
  Durham, NC
• 2014-01-09 → 2016-09-01
  Morgan Stanley
  Chapel Hill, NC
• 2011-03-30 → 2013-07-11
  Equitable Advisors, Llc
  Chapel Hill, NC
  Cary, NC

Other Businesses

1. Authorized Insurance agent for life, annuity and long term care insurance with commissions paid through Level Four Insurance, investment related, 12400 Coit Road, suite 700, Dallas TX 75251 2. THE CURHAM-ORANGE ESTATE PLANNING COUNCIL, BOARD MEMBER/CHAIR SINCE 10/01/2015, DEVOTE APPROXIMATELY 8% OF TIME TO THIS ACTIVITY WITH 3 HOURS DEVOTED DURING TRADING HOURS, MEETINGS HELD AT HOPE VALLEY COUNTRY CLUB, DURHAM NC. NOT INVESTMENT RELATED. 3. LEVEL FOUR BUSINESS SOLUTIONS, STARTED 1/1/2024, BUSINESS CONSULTING, NOT INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, CONSULTANT, DEVOTE APPROXIMATELY 121 HOURS PER MONTH WITH 77 DURING TRADING HOURS TO THIS ACTIVITY.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-12
• S65 Uniform Investment Adviser Law Examination
  2011-03-28

Other Names

• Bonnie O Welborn
• Bonnie Oquinn Welborn
• Bonnie Lynn O'QUinn
• Bonnie Lynn Oquinn