Rebekah LasherCRD Number: 6216381
Current Firm: Level Four Advisory Services
Rebekah Lasher (CRD# 6216381) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Level Four Advisory Services||Dallas, TX||Dec 2021 - Current||< 1|
|Harbor Financial Services, LLC||Mobile, AL||Sep 2013 - Current||8|
|Gardnyr Michael Capital||Mobile, AL||Jul 2013 - Sep 2013||< 1|
|Pnc Bank||Mobile, AL||Aug 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management2,793MILLIONS
Total Number of Accounts10,383ACCOUNTS
Average Account Value$268,987
- 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
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
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