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RB

Ronald G. Boyette

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CRD#: 722363
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Gary Boyette was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1981. Ronald had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 25, 2019 - February 18, 2025

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
PANAMA CITY, FL
Past

September 29, 2015 - December 31, 2018

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
PANAMA CITY, FL
Past

May 10, 2007 - June 9, 2014

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
PANAMA CITY, FL
Past

January 9, 2006 - May 11, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PANAMA CITY, FL
Past

May 3, 1999 - July 2, 2004

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

June 21, 1989 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

May 17, 1988 - June 30, 1989

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

April 4, 1984 - June 7, 1988

NORTHCUTT-OWEN AND COMPANY

BD
CRD#: 14372
Past

January 19, 1981 - January 27, 1983

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/29/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LF
LEVEL FOUR FINANCIAL, LLC
BURTON, BUSBY & CO., INC. | MID-ATLANTIC SECURITIES, A LEVEL FOUR FINANCIAL & LEVEL FOUR ADV | LEVEL FOUR FINANCIAL, LLC | LEVEL FOUR FINANCIAL | J.ROE BURTON & CO. INC. | J. ROE BURTON & CO. INC. | HARBOR FINANCIAL SERVICES, LLC | HARBOR FINANCIAL SERVICES | HARBOR FINANCIAL

CRD#: 25700 / SEC#: 801-65811, 8-41965

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
12400 Coit Road 11 North Water Street, Ste 21290, Mobile, AL 36602
Mailing Address
12400 Coit Road Suite 700, Dallas, TX 75251
Phone number
(866) 834-1040
Established
Alabama since 01/22/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
LEVEL FOUR GROUP, LLCMEMBER
HOPKINS, THOMAS JOHNFINOP1835087
MILLER, KIMBERLY KAYCHIEF COMPLIANCE OFFICER, AMLCO4175240
TOMES, EDMON JACOBCHIEF EXECUTIVE OFFICER3181660
WHITEHEAD, MARC SCOTTPRESIDENT3059786

Disclosures


Regulatory Event7
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

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