Frank Joseph Maldonado
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
Are you Frank Joseph Maldonado? Claim your profile
Contact this firm
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
11 years in the industry.
- Level Four Financial, LLCJan 2021 to now
- Level Four Advisory Services, LLCOct 2018 to now
- LPL Financial, LLCOct 2018 to Dec 2020
- Lincoln Financial Advisors, IncDec 2017 to Oct 2018
- Edward JonesAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6544942
- Firm CRD
- 134086