Thadius Beavers, financial advisor Dallas TX

Thadius Beavers

CRD Number: 5324814
Current Firm: Level Four Advisory Services

Thadius Beavers (CRD# 5324814) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Level Four Advisory Services, LLC Dallas, TX Jun 2022 - Current 1
Level Four Financial, LLC Dallas, TX Jun 2022 - Current 1
Prospera Financial Services Inc. Dallas, TX Feb 2021 - Jun 2022 1
E*trade Securities LLC Dallas, TX Dec 2017 - Feb 2021 3
E*trade Capital Management LLC Dallas, TX Dec 2017 - Feb 2021 3
Capital One Investing, LLC Dallas, TX Oct 2016 - Dec 2017 1
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Aug 2010 - Oct 2016 6
Tiaa Lewisville, TX Aug 2010 - Oct 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Thadius Beavers
Phone Number: 972-665-0878
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,723
    MILLIONS
  • Total Number of Accounts
    10,918
    ACCOUNTS
  • Average Account Value
    $341,011
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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