Robert Evans is a registered investment advisor, based in Dallas, TX, with 12 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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 ActivitiesSells Insurance
Robert is an agent for Level Four Insurance Services LLC, selling non-variable insurance products including disability, term, health, and fixed insurance, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) with Level Four Advisory Services LLC, spending about half his time on this activity.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations19 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.