Chrystal BadilloCRD Number: 1385685
Current Firm: Level Four Advisory Services
Chrystal Badillo (CRD# 1385685) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 36 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Harbor Financial Services, LLC||Mobile, AL||Jun 2021 - Current||< 1|
|Level Four Advisory Services||Dallas, TX||Jun 2021 - Current||< 1|
|Foreside Fund Services, LLC||Dallas, TX||Mar 2018 - Current||4|
|Westwood Management Corp.||Dallas, TX||May 2016 - Current||6|
|Hilltop Securities Inc.||Dallas, TX||Jan 2016 - May 2016||< 1|
|First Southwest Company, LLC||Dallas, TX||Feb 2015 - Jan 2016||< 1|
|Unemployed||Dallas, TX||Nov 2014 - Feb 2015||< 1|
|Capital Institutional Services, Inc.||Dallas, TX||Sep 2012 - Nov 2014||2|
|Unemployed||New York City, NY||Apr 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management2,880MILLIONS
Total Number of Accounts6,774ACCOUNTS
Average Account Value$425,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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