Melina Trevino
Melina Trevino is a registered investment advisor at Level Four Advisory Services, based in Dallas, TX, with 11 years of industry experience. Melina 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
12400 Coit Road, Suite 700, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
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
Level Four Financial, LLCBroker
Level Four Financial, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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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