Level Four Advisory Services
Level Four Advisory Services (CRD# 134086) is a financial advisory firm headquartered in Dallas, TX. They manage $4,329,749,207 in 11,667 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,330MILLION
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
Scott Keiber (CRD# 2631042) is an Investment Advisor Representative working at Level Four Advisory Services in Clermont, FL and has over 28 years of experience in the finance industry.
Kari Kirkley (CRD# 3188165) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 25 years of experience in the finance industry.
William Kumm (CRD# 1709243) is an Investment Advisor Representative working at Level Four Advisory Services in Bloomfield Hills, MI and has over 36 years of experience in the finance industry.
Brian Kurihara (CRD# 1057872) is an Investment Advisor Representative working at Level Four Advisory Services in Honolulu, HI and has over 41 years of experience in the finance industry.
Rebekah Lasher (CRD# 6216381) is an Investment Advisor Representative working at Level Four Advisory Services in Mobile, AL and has over 7 years of experience in the finance industry.
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.
James Lee (CRD# 5306990) is an Investment Advisor Representative working at Level Four Advisory Services in Great Neck, NY and has over 5 years of experience in the finance industry.
Peter Magnuson (CRD# 1683225) is an Investment Advisor Representative working at Level Four Advisory Services in Sarasota, FL and has over 32 years of experience in the finance industry.
Frank Maldonado (CRD# 6544942) is an Investment Advisor Representative working at Level Four Advisory Services in El Paso, TX and has over 8 years of experience in the finance industry.
Alexis Maloy (CRD# 6326382) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 10 years of experience in the finance industry.