Advisor at Level Four Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Level Four Advisory Services
Location
La Grange, NC 28551
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Fixed fees for financial planning services (one-time or split payments).
$0+: Up to 2.50% annually (negotiable, maximum generally 2.50%) $0+: Participant Asset Management Program: up to 1.25% annually (negotiable) $10,000+: ICA Platform Program: up to 2.5% annually (negotiable, may be tiered or flat) $5,000 - $25,000: Mutual Fund/ETF Managed Accounts: up to 2.25% annually $25,000+: Russell Model Strategies Program: up to 2.25% annually $300,000 - $2,000,000: Freedom UMA Account: up to 2.6% annually
Financial planning services hourly fees generally up to $300 per hour (negotiable).
Annual consulting services available for a negotiated retainer fee paid monthly or quarterly.
Account minimum: $5,000 Fee-only: Fee-only investment advisory services; no commissions for advisory services.
Level Four Financial, LLC
2021 - Present (5 years)
Level Four Advisory Services
2015 - Present (11 years)
LPL FInancial, LLC
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Goldsboro, NC
Edward Jones
CFP®, Series 63, Series 65
Kinston, NC
Edward Jones
Series 66
Kinston, NC
Edward Jones
PFS™, Series 63, Series 65
Goldsboro, NC
Physicians Financial Services, Inc.
Series 66
Goldsboro, NC
Credit Union Investment Services
Series 66
Goldsboro, NC
Janney Montgomery Scott
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