Dana SydneyCRD Number: 1989552
Current Firm: Level Four Advisory Services
Dana Sydney (CRD# 1989552) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 26 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Lpl Financial LLC||Lincoln, IL||Oct 2012 - Current||5|
|Level Four Advisory Services, LLC||Plano, TX||Feb 2006 - Current||12|
|Level Four Insurance Services, Inc.||Plano, TX||Nov 2004 - Current||13|
|H & R Block||Lincoln, IL||Aug 1978 - Current||39|
|Pfc Management, Inc.||Lincoln, IL||Oct 1992 - Apr 2015||22|
|Lincoln Financial Securities Corporation||Licoln, IL||Jul 2008 - Oct 2012||4|
|Cfa Accounting||Lincoln, IL||Aug 1982 - Dec 2011||29|
|Jefferson Pilot Securities Corporation||Lincoln, IL||Nov 2007 - Jul 2008||< 1|
|Securities America, Inc.||Lincoln, IL||Nov 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management1,313MILLIONS
Total Number of Accounts5,717ACCOUNTS
Average Account Value$229,697
- 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
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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