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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Gar | Casselberry, FL | Apr 2024 - Current | < 1 |
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 |
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- AL
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Total Assets Under Management4,330MILLIONS
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Total Number of Accounts11,667ACCOUNTS
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Average Account Value$371,111
- A percentage of assets under your management
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