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Financial ADVSR advisor directory · SEC adviser records

Level Four Advisory Services financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Dallas, A to Z.

59 registered advisors work at Level Four Advisory Services in Dallas, out of 138 at the firm nationwide; it ranks number 13 in the city by advisors. 8 list the CFP designation and 51 are also registered broker representatives.

Level Four Advisory Services advisors in Dallas, A to Z

Every Level Four Advisory Services advisor →

Level Four Advisory Services advisors in every city and state →Level Four Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Level Four Advisory Services advisors in other cities

Atlanta, GA 5Great Neck, NY 4Minnetonka, MN 3Pinehurst, NC 3Roanoke, VA 3Williamsburg, VA 3Wilson, NC 3Bloomfield Hills, MI 2Fort Worth, TX 2La Grange, NC 2Miami, FL 2Mobile, AL 2Raleigh, NC 2San Antonio, TX 2Sarasota, FL 2

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

How many financial advisors does Level Four Advisory Services have in Dallas?

59 investment adviser representatives are registered at Level Four Advisory Services offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 138 nationwide. 8 list the CFP designation and 51 are also registered as broker representatives.

Is Level Four Advisory Services one of the largest advisor employers in Dallas?

Level Four Advisory Services ranks number 13 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Level Four Advisory Services advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Level Four Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.