Level Four Financial, LLC

Level Four Financial, LLC (CRD# 25700) is a financial advisory firm headquartered in Mobile, AL. They manage $620,884,799 in 2,434 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $255,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Financial Advisors at Level Four Financial, LLC
Showing 1 - 10 of 48 top financial advisors.
1
Kevin B. Adkins
CRD#: 2103099
Rsa Battlehouse Tower, 11 North Water Street, Ste 21290, Mobile, AL 36602

Kevin Adkins (CRD# 2103099) is an Investment Advisor Representative working at Level Four Financial, LLC in Mobile, AL and has over 30 years of experience in the finance industry. Kevin Adkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert Anderson
CRD#: 3159994
1515 Indian River Blvd, Ste A243, Vero Beach, FL 32960

Robert Anderson (CRD# 3159994) is an Investment Advisor Representative working at Level Four Financial, LLC in Vero Beach, FL and has over 22 years of experience in the finance industry.

3
Julie M. Blalock
CRD#: 2154712
Salisbury, NC

Julie Blalock (CRD# 2154712) is an Investment Advisor Representative working at Level Four Financial, LLC in Salisbury, NC and has over 30 years of experience in the finance industry.

4
Louis C. Bruno
CRD#: 2202005
15224 Kercheval Avenue, Ste 300, Grosse Pointe Park, MI 48230

Louis Bruno (CRD# 2202005) is an Investment Advisor Representative working at Level Four Financial, LLC in Grosse Pointe Park, MI and has over 29 years of experience in the finance industry.

5
John M. Bryan
CRD#: 2590924
1557 Sherman Ave, Suite 2, Evanston, IL 60202

John Bryan (CRD# 2590924) is an Investment Advisor Representative working at Level Four Financial, LLC in Evanston, IL and has over 26 years of experience in the finance industry.

6
David B. Byrnes
CRD#: 4043630
12400 Coit Road, Ste 700, Dallas, TX 75251

David Byrnes (CRD# 4043630) is an Investment Advisor Representative working at Level Four Financial, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

7
Brian R. Clauer
CRD#: 2573786
Burbank, CA

Brian Clauer (CRD# 2573786) is an Investment Advisor Representative working at Level Four Financial, LLC in Burbank, CA and has over 25 years of experience in the finance industry.

8
Michael A. Cohen
CRD#: 4142897
1001 Third Avenue West, Suite 320, Bradenton, FL 34205

Michael Cohen (CRD# 4142897) is an Investment Advisor Representative working at Level Four Financial, LLC in Bradenton, FL and has over 21 years of experience in the finance industry.

9
Amanda Daugherty
CRD#: 5384281
12400 Coit Road, Ste 700, Dallas, TX 75251

Amanda Daugherty (CRD# 5384281) is an Investment Advisor Representative working at Level Four Financial, LLC in Dallas, TX and has over 6 years of experience in the finance industry.

10
Michael T. Doll
CRD#: 1078230
Bradenton, FL

Michael Doll (CRD# 1078230) is an Investment Advisor Representative working at Level Four Financial, LLC in Bradenton, FL and has over 38 years of experience in the finance industry.

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