Eric
Van Buskirk

Level Four Advisory Services

CRD#6852662
Investment Advisor
in Roanoke, VA

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About this Advisor

Eric Van Buskirk is a financial advisor based in Roanoke, Virginia, working with Level Four Advisory Services. Eric has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Clear One Advantage, Rricksemporium, Eipq Media/ Friendraizer.Com, Lake Forest Animal Hospital/ Boarding And Grooming, Central Virginia Community College, Hampden-Sydney College, Freedom First Federal Credit Union, Lpl Financial LLC, Level Four Financial, LLC, and Level Four Advisory Services, LLC. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Eric is part of Level Four Advisory Services, which operates out of Roanoke, Virginia. The firm has 70 offices and 148 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Level Four Advisory Services includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5240 Valleypark Drive
Roanoke, VA 24019

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$4,329,749,207

VA Average: $3,042,739,679
Total Number of Employees

148

VA Average: 49
Total Number of Accounts

11,667

VA Average: 2,315
Average Account Size

$371,111

VA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Van Buskirk Work History

2023 - Present (1 year)

Level Four Financial, LLC

2023 - Present (1 year)

Level Four Advisory Services, LLC

2021 - Present (3 years)

Freedom First Federal Credit Union

2022 - 2023 (1 year)

Lpl Financial LLC

2017 - 2021 (4 years)

Wells Fargo Clearing Services, LLC

2016 - 2021 (5 years)

Wells Fargo Bank Na

2015 - 2016 (1 year)

Clear One Advantage

2015 - 2015 (< 1 year)

Eipq Media/ Friendraizer.Com

2012 - 2014 (2 years)

Central Virginia Community College

2011 - 2016 (5 years)

Rricksemporium

2011 - 2014 (3 years)

Hampden-Sydney College

2010 - 2015 (5 years)

Lake Forest Animal Hospital/ Boarding And Grooming

Disclosures

Please visit the SEC profile of Eric Van Buskirk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Level Four Advisory Services

Amanda Mitchum
Nacogdoches, TX
Michael Mckersie
Middleton, WI
Jeffrey Schlicht
Hopkins, MN
Jeremiah Clarke
Milton, GA
Karen Lessard
Dallas, TX
Rafael Sosa Matos
Dallas, TX
Stacey Lavender
Dallas, TX
Matthew Scherer
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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