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
Todd Parker (CRD# 4362437) is an Investment Advisor Representative working at Level Four Advisory Services in Lindsay, OK and has over 23 years of experience in the finance industry.
Wendy Pauley (CRD# 2508071) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 24 years of experience in the finance industry.
Chad Perry (CRD# 5020216) is an Investment Advisor Representative working at Level Four Advisory Services in New Braunfels, TX and has over 18 years of experience in the finance industry.
Cathy Poe (CRD# 4585338) is an Investment Advisor Representative working at Level Four Advisory Services in Cuspeper, VA and has over 16 years of experience in the finance industry.
Scott Proctor (CRD# 6009677) is an Investment Advisor Representative working at Level Four Advisory Services in Stuart, FL and has over 9 years of experience in the finance industry.
Charles Roberson (CRD# 2976944) is an Investment Advisor Representative working at Level Four Advisory Services in Gallatin, TN and has over 26 years of experience in the finance industry.
Daniel Rodriguez (CRD# 5926214) is an Investment Advisor Representative working at Level Four Advisory Services in Tallahassee, FL and has over 12 years of experience in the finance industry.
Matthew Rogers (CRD# 5072619) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 18 years of experience in the finance industry.
Philip Sadtler (CRD# 6070130) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has over 11 years of experience in the finance industry.
Ricky Sanford (CRD# 2118366) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 33 years of experience in the finance industry.