Steven Joseph Devlin
Investment Adviser Representative at Level FOUR Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Joseph Devlin is an investment adviser representative with Level FOUR Advisory Services in Roanoke, VA, where they have been registered since 2023. They have worked in the securities industry since 1998 and have been registered with 6 firms, including GOOD LIFE Advisors, LLC and Independent Advisor Alliance, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Louisiana, Texas, and Virginia.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas, Virginia
- Broker:
10 states and territories
Connecticut, Georgia, Kentucky, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCSep 2013 – Jan 2023Fincastle, VA
- Level Four Advisory ServicesJan 2015 – Oct 2021Roanoke, VA
- Good Life Advisors, LLCSep 2021 – Jan 2023Fincastle, VA
- Level FOUR Financial, LLCJan 2023 – no end date reportedDallas, TX
- Level FOUR Advisory Services, LLCJan 2023 – no end date reportedDallas, TX
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Level FOUR Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $40,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Fee-based financial planning, capital management (equity and fixed income SMA strategies, asset allocation, crypto, alternative investments), insurance and risk management (life, long-term care, Medicare, annuities), corporate retirement planning, estate planning, tax planning, investment management, business solutions (exit planning, employee retention, executive benefits, buy-sell consulting), and sports and entertainment financial services.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 146
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Dallas, TX
- SEC file number:
- 801-66368
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Level FOUR Advisory Services
Showing 12 of 146 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Joseph Devlin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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