Adviser and broker representative · Level Four Advisory Services
Terry L. Thompkins II
CRD 2843283 · Dallas, TX
At a glance
Terry L. Thompkins II is an investment adviser representative with Level Four Advisory Services in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terry’s SEC record dates to 2002, about 24 years ago. Terry is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Level Four Advisory ServicesSince December 2016Dallas, TX · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Terry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.