Level Four Advisory Services

Level Four Advisory Services (CRD# 134086) is a financial advisory firm headquartered in Dallas, TX. They manage $3,723,158,922 in 10,918 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,723
    MILLION
  • Total Number of Accounts
    10,918
    ACCOUNTS
  • Average Account Value
    $341,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Level Four Advisory Services
Showing 1 - 10 of 126 top financial advisors.
1
Kevin B. Adkins
CRD#: 2103099
12400 Coit Road, Suite 700, Dallas, TX 75251

Kevin Adkins (CRD# 2103099) 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.

2
Kenyon L. Allman
CRD#: 708698
3901 Barrett Drive, Suite 317, Raleigh, NC 27609

Kenyon Allman (CRD# 708698) is an Investment Advisor Representative working at Level Four Advisory Services in Raleigh, NC and has over 43 years of experience in the finance industry.

3
Robert Anderson
CRD#: 3159994
12400 Coit Road, Suite 700, Dallas, TX 75251

Robert Anderson (CRD# 3159994) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 25 years of experience in the finance industry.

4
Ryan W. Ash
CRD#: 4969623
238 Lewis Street South, Shakopee, MN 55379

Ryan Ash (CRD# 4969623) is an Investment Advisor Representative working at Level Four Advisory Services in Shakopee, MN and has over 18 years of experience in the finance industry.

5
Marshall C. Barclay
CRD#: 5158953
810 E. Yandell Dr., El Paso, TX 79902

Marshall Barclay (CRD# 5158953) is an Investment Advisor Representative working at Level Four Advisory Services in El Paso, TX and has over 17 years of experience in the finance industry.

6
Thadius Beavers
CRD#: 5324814
12400 Coit Road, Suite 700, Dallas, TX 75251

Thadius Beavers (CRD# 5324814) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 16 years of experience in the finance industry.

7
Dawn C. Benko
CRD#: 2786751
238 Lewis Street South, Shakopee, MN 55379

Dawn Benko (CRD# 2786751) is an Investment Advisor Representative working at Level Four Advisory Services in Shakopee, MN and has over 10 years of experience in the finance industry.

8
Craig S. Blake
CRD#: 4869315
909 S. Meridian, Suite 510, Oklahoma City, OK 73108

Craig Blake (CRD# 4869315) is an Investment Advisor Representative working at Level Four Advisory Services in Oklahoma City, OK and has over 18 years of experience in the finance industry.

9
Julie M. Blalock
CRD#: 2154712
12400 Coit Road, Suite 700, Dallas, TX 75251

Julie Blalock (CRD# 2154712) 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.

10
Robert L. Britt
CRD#: 6305517
12400 Coit Road, Suite 700, Dallas, TX 75251

Robert Britt (CRD# 6305517) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 10 years of experience in the finance industry.

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