Suzanne Robin Durbin
Investment adviser representative at Level Four Advisory Services
33 yearsExperience
1 stateRegistered in
ChFC®Designation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Level Four Advisory Services, LLCJan 2022 to now
- Level Four Financial, LLCJan 2022 to now
- Altera Advisors, LLCNov 2020 to Dec 2021
- VirtualboardApr 2019 to Oct 2024
- Consolidated Planning CorporationOct 2018 to Apr 2019
- ConsultingMar 2018 to Jan 2022
- Joyn Advisors, Inc.Nov 2016 to Feb 2018
- Joyn Atlanta, Inc.Nov 2016 to Feb 2018
- Gv Financial Advisors, Inc.May 2001 to Nov 2016
- Minnesota Life Insurance CompanyMar 1993 to Feb 2018
- Securian Financial Services, Inc.Mar 1993 to Feb 2018
- Gv Atlanta, Inc.Jan 1993 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2328022
- Firm CRD
- 134086