Grant PodsednikCRD Number: 4538844
Current Firm: Level Four Advisory Services
Grant Podsednik (CRD# 4538844) is an Investment Advisor Representative working at Level Four Advisory Services in Euless, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Level Four Advisory Services||Euless, TX||Jan 2018 - Current||< 1|
|Lpl Financial, LLC||Euless, TX||Jan 2018 - Current||< 1|
|Cetera Advisor Networks||El Segundo, CA||Mar 2015 - Dec 2017||2|
|Coble Cravens Financial Services||Arlington, TX||Mar 2015 - Dec 2017||2|
|Lpl Financial, LLC||Euless, TX||Oct 2012 - Mar 2015||2|
|Level Four Advisory Services||Euless, TX||Feb 2011 - Mar 2015||4|
|Podsednik & Company||Euless, TX||Jan 2006 - Aug 2013||7|
|Lincoln Financial Securities||Euless, TX||Jan 2011 - Oct 2012||1|
|Nfp Securities, Inc.||Euless, TX||Jan 2007 - Jan 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management2,211MILLIONS
Total Number of Accounts7,794ACCOUNTS
Average Account Value$283,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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