MR
ChFC
MR
ChFC

Matthew Rogers

20 Years of Experience
La Grange, NC
BrokerSells Insurance

Matthew Rogers is a ChFC-designated registered investment advisor, based in La Grange, NC, with 20 years of industry experience.

Location

7868 US Highway 70W, P.O. Box 186, La Grange, NC, 28551

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Matthew is involved with Level Four Insurance Services, LLC, focusing on non-variable insurance administration, including life insurance products, dedicating full-time hours. He is also associated with Level Four Wealth Management and Level Four Advisory Services LLC, focusing on LPL business and fee-based asset management, respectively, each also requiring full-time hours.

Employment History
Current Registrations
Level Four Financial, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Level Four Advisory Services
May 2017 - Present · 9 yrs
Previous Registrations
LPL Financial LLCBroker
September 2015 - September 2021 · 6 yrs
AXA Advisors, LLC
January 2006 - September 2015 · 9 yrs 8 mos
AXA Advisors, LLCBroker
January 2006 - September 2015 · 9 yrs 8 mos
State Registrations1 state
NC
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.
Matthew Rogers - Financial Advisor | TrueAdvisor