Matthew Rogers, financial advisor La Grange NC

Matthew Rogers

CRD Number: 5072619
Current Firm: Level Four Advisory Services

Matthew Rogers (CRD# 5072619) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Level Four Financial, LLC Dallas, TX Sep 2021 - Current 2
Level Four Advisory Services La Grange, NC May 2017 - Current 6
Lpl Financial LLC Greenville, NC Sep 2015 - Sep 2021 6
Axa Advisors, LLC New York, NY Dec 2005 - Sep 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Matthew R. Rogers
Phone Number: 972-665-0878
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    3,723
    MILLIONS
  • Total Number of Accounts
    10,918
    ACCOUNTS
  • Average Account Value
    $341,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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