Ron Linton is a CFP-designated registered investment advisor, based in Clayton, NC, with 22 years of industry experience.
Location
Clayton, NC
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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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Ron works as a Relationship Manager at Fidelity Bank, a non-investment related financial institution. This requires minimal time.
Employment History
Current Registrations
Level Four Financial, LLCBroker
December 2025 - Present · 7 mos
Level Four Advisory Services
December 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
June 2013 - December 2025 · 12 yrs 6 mos
LPL Financial LLCBroker
June 2013 - December 2025 · 12 yrs 6 mos
Fifth Third Securities, INC.
July 2011 - June 2013 · 1 yr 11 mos
Fifth Third Securities, INC.Broker
July 2011 - June 2013 · 1 yr 11 mos
AXA Advisors, LLC
March 2004 - July 2011 · 7 yrs 4 mos
AXA Advisors, LLCBroker
September 2003 - July 2011 · 7 yrs 10 mos
State Registrations4 states
FLNCSCVA
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.