NM
CFP
NM
CFP

Noelle Mcintyre

24 Years of Experience
Dallas, TX
BrokerSells Insurance

Noelle Mcintyre is a CFP-designated registered investment advisor, based in Dallas, TX, with 24 years of industry experience.

Location

12400 Coit Road, Suite 700, Dallas, TX, 75251

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Noelle works as an Investment Advisor Representative for Level Four Advisory Services, dedicating nearly full-time hours to this role. She also sells life insurance through Granville Financial, spending about 10-20% of her time on this activity, and volunteers as an instructor at Sandhills Community College, teaching financial planning courses a few hours per week.

Employment History
Current Registrations
Level Four Financial, LLC
October 2022 - Present · 3 yrs 7 mos
Level Four Financial, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Level Four Advisory Services
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Mid-Atlantic Securities, INC.
January 2018 - October 2022 · 4 yrs 9 mos
Mid-Atlantic Securities, INC.Broker
November 2001 - October 2022 · 20 yrs 11 mos
State Registrations30 states
AKALAZCADEFLGAIDILINLAMAMDMEMIMTNCNHNJNVNYOHPASCTNTXVAVTWAWI
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.
Noelle Mcintyre - Financial Advisor | TrueAdvisor