Andrew Thomas Mcknight
Investment adviser representative at Level Four Advisory Services
18 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
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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
18 years in the industry.
- Level Four Advisory Services, LLCJun 2025 to now
- Level Four Financial, LLCJun 2025 to now
- State FarmOct 2024 to Mar 2025
- Full Time EducationAug 2024 to May 2025
- Down East Protection SystemsMay 2024 to Aug 2024
- Full Time EducationAug 2023 to May 2024
- Level Four FinancialMay 2023 to Aug 2023
- Full Time EducationAug 2022 to May 2023
- Down East Protection SystemsMay 2022 to Aug 2022
- Full Time EducationAug 2021 to May 2022
- Down East Protection SystemsMay 2021 to Aug 2021
- Full Time EducationAug 2020 to May 2021
- Perry ManagementMay 2020 to Aug 2020
- Full Time EducationAug 2008 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8122039
- Firm CRD
- 134086