Joshua Hampton, financial advisor Plano TX
90 score

Joshua Hampton

CRD Number: 5949074
Current Firm: Level Four Advisory Services

Joshua Hampton (CRD# 5949074) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Plano TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Plano TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Plano TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
Lpl Financial Plano, TX Nov 2012 - Current 4
Level Four Advisory Services Plano, TX May 2012 - Nov 2012 < 1
Level Four Group Plano, TX Jun 2011 - Nov 2012 1
Lincoln Financial Securities Corportion Plano, TX Dec 2011 - Oct 2012 < 1
Ut Dallas Richardson, TX Jan 2011 - Aug 2011 < 1
Auburn University Auburn, AL Aug 2006 - Dec 2010 4
Halliburton Houston, TX May 2007 - Aug 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Joshua L. Hampton
Phone Number: 972-665-0878
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
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

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

Ready to hire a financial advisor? Get competitive proposals from Joshua Hampton and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.