Ron Linton is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Clayton, NC, with 23 years of industry experience. Ron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
Clayton, NC
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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 Activities
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
Level Four Advisory Services
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.
Exams
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