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Steven Devlin

27 Years of Experience
Roanoke, VA
1 DisclosureBroker

Steven Devlin is a registered investment advisor, based in Roanoke, VA, with 27 years of industry experience.

Location

2217 Crystal Spring Avenue, Roanoke, VA, 24014

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History

Regulatory History (1)
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Customer Dispute
March 2012
Denied
Other Business Activities

Steven is associated with Devlin Financial Consulting, LLC, Level Four Financial, and Level Four Advisory Services as a DBA since 2014. He also owns Devlin Properties, LLC, a real estate rental business, dedicating minimal time to it.

Employment History
Current Registrations
Level Four Advisory Services
January 2023 - Present · 3 yrs 4 mos
Level Four Financial, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Good Life Advisors, LLC
October 2021 - February 2023 · 1 yr 4 mos
Level Four Advisory Services
April 2015 - October 2021 · 6 yrs 6 mos
Independent Advisor Alliance, LLC
February 2014 - April 2015 · 1 yr 2 mos
LPL Financial LLCBroker
September 2013 - February 2023 · 9 yrs 5 mos
LPL Financial LLC
September 2013 - February 2014 · 5 mos
Metlife Securities INC.
February 2004 - September 2013 · 9 yrs 7 mos
Metlife Securities INC.Broker
January 2004 - September 2013 · 9 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
January 2004 - July 2007 · 3 yrs 6 mos
Signator Investors, INC.
March 2000 - January 2004 · 3 yrs 10 mos
Signator Investors, INC.Broker
August 1998 - January 2004 · 5 yrs 5 mos
State Registrations10 states
GAKYLAMDNCPASCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Devlin - Financial Advisor | TrueAdvisor