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Melina Trevino is a registered investment advisor, based in Dallas, TX, with 11 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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Regulatory History (1)
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Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Melina holds an insurance license but is not currently selling insurance. She is also the Operations Manager at Level Four Advisory Services, LLC, an SEC registered investment advisor, dedicating about half her time to this role.
Employment History
Current Registrations
Level Four Advisory Services
March 2023 - Present · 3 yrs 6 mos
Level Four Financial, LLCBroker
March 2023 - Present · 3 yrs 6 mos
Level Four Financial, LLC
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
July 2019 - February 2023 · 3 yrs 7 mos
Cambridge Investment Research Advisors, INC.
July 2019 - February 2023 · 3 yrs 7 mos
Strategic Advisers, INC.
January 2016 - October 2017 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
December 2012 - October 2017 · 4 yrs 10 mos
State Registrations1 state
TX
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.