Peter
Magnuson
Level Four Advisory Services
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About this Advisor
Peter Magnuson is a financial advisor based in Sarasota, Florida, working with Level Four Advisory Services. Peter has previously worked at Magnuson Financial, Level Four Financial, LLC, and Level Four Advisory Services, LLC. Peter has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Peter is part of Level Four Advisory Services, which operates in Sarasota, Florida. The firm has 70 offices and 132 employees. Level Four Advisory Services manages $5.3 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including 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
Services Offered
Fee Structure
Office Location
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Level Four Advisory Services Brokerage Details
$5,320,412,049
132
14,510
$366,672
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
Peter Magnuson Work History
Level Four Advisory Services, LLC
Level Four Financial, LLC
Magnuson Financial
Disclosures
Please visit the SEC profile of Peter Magnuson 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
Dallas, TX
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El Paso, TX
San Antonio, TX
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Pinehurst, NC
Baton Rouge, LA
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