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
Mary Sargent (CRD# 5710395) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 14 years of experience in the finance industry.
Matthew Scherer (CRD# 4887476) is an Investment Advisor Representative working at Level Four Advisory Services in Minnetonka, MN and has over 19 years of experience in the finance industry.
Jeffrey Schlicht (CRD# 4793766) is an Investment Advisor Representative working at Level Four Advisory Services in Minnetonka, MN and has over 19 years of experience in the finance industry.
Gary Schmidt (CRD# 5299312) is an Investment Advisor Representative working at Level Four Advisory Services in Minnetonka, MN and has over 17 years of experience in the finance industry.
Charles Shimer (CRD# 4605945) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 21 years of experience in the finance industry.
Arthur Smith (CRD# 714581) is an Investment Advisor Representative working at Level Four Advisory Services in Shreveport, LA and has over 17 years of experience in the finance industry.
Crystal Smithers (CRD# 6017483) is an Investment Advisor Representative working at Level Four Advisory Services in Lake Oswego, OR and has over 12 years of experience in the finance industry.
Amanda Stiff (CRD# 1509684) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 18 years of experience in the finance industry.
Brian Thomas (CRD# 2212030) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 32 years of experience in the finance industry.
Terry Thompkins (CRD# 2843283) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 27 years of experience in the finance industry.