Bonnie Oquinn is a registered investment advisor, based in Raleigh, NC, with 20 years of industry experience.
Location
6601 Six Forks Road, Suite 340, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie is an authorized insurance agent for life, annuity, and long-term care insurance. She is also a board member/chair for The Curham-Orange Estate Planning Council, dedicating minimal time, and a consultant for Level Four Business Solutions, dedicating nearly full-time hours.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
Red Reef Advisors LLC
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Morgan Keegan & Company, INC.Broker
Jbs Liberty Securities, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations2 states
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.