Stacey Lavender, financial advisor Dallas TX

Stacey Lavender

CRD Number: 4365033
Current Firm: Level Four Advisory Services

Stacey Lavender (CRD# 4365033) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Level Four Advisory Services Dallas, TX Dec 2021 - Current 2
Dalmore New York, NY Feb 2021 - Current 3
Sequence Financial Specialists LLC Florence, SC Jan 2019 - Current 5
Level Four Financial, LLC Dallas, TX Feb 2018 - Current 6
Sllm-inc./ccs Los Angeles, CA Jan 2018 - Current 6
Ftx Capital Los Angeles, CA May 2021 - Jan 2023 1
Cherry Trading LLC Los Angeles, CA Nov 2019 - Jan 2023 3
Palm Tree Los Angeles, CA Jun 2020 - Oct 2022 2
Securrency Securities, Inc. New York, NY Apr 2020 - Sep 2022 2
Greentiger Securities LLC San Francisco, CA Jan 2020 - Aug 2022 2
My Wall Street Los Angeles, CA May 2021 - Nov 2021 < 1
Peter Elish Investments Securities Plano, TX Jun 2020 - Nov 2021 1
Bw Network Securities LLC New York, NY May 2020 - May 2021 1
Benchmark New York, NY Sep 2020 - Mar 2021 < 1
Nms Capital Advisors, Llc Dba Hb Securities LLC Beverly Hills, CA Dec 2014 - Feb 2021 6
Angellist Securities, LLC Brooklyn, NY Mar 2020 - Jun 2020 < 1
Ifp Securities LLC Tampa, FL May 2018 - Apr 2020 1
Nms Capital Asset Management, Inc. Beverly Hills, CA Dec 2014 - May 2018 3
Third Party Trade LLC Portland, OR Jan 2018 - Mar 2018 < 1
Nms Capital Securities, LLC Beverly Hills, CA Dec 2014 - Oct 2015 < 1
Account Control Technology Woodland Hills, CA Mar 2014 - Mar 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stacey L. Lavender
Phone Number: 972-665-0878
Registered State(s):
  • AL
  • CA
By the Numbers
  • Total Assets Under Management
    4,330
    MILLIONS
  • Total Number of Accounts
    11,667
    ACCOUNTS
  • Average Account Value
    $371,111
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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