AdvisorOS Directory
Claim Profile
ET

Edmon Jacob Tomes

LEVEL FOUR ADVISORY SERVICES, LLC·DALLAS, Texas
Unclaimed Profile
12400 COIT ROAD, DALLAS, TX 75251CRD# 3181660Firm CRD# 134086
01

About

Edmon Jacob Tomes is a registered financial advisor based in DALLAS, Texas, affiliated with LEVEL FOUR ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEVEL FOUR ADVISORY SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES
AUM
$4.3B
Regulatory assets under management
Employees
148
Total firm employees
View all advisors at LEVEL FOUR ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
Regulatory
SEC/IARD CRD# 3181660
Firm CRD# 134086
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edmon Jacob Tomes offer?
Edmon Jacob Tomes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Edmon Jacob Tomes's credentials?
Edmon Jacob Tomes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmon Jacob Tomes located?
Edmon Jacob Tomes is based in DALLAS, Texas, working with LEVEL FOUR ADVISORY SERVICES, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Edmon Jacob Tomes charge for services?
Edmon Jacob Tomes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees - portion of assets managed by other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVEL FOUR ADVISORY SERVICES, LLC?
LEVEL FOUR ADVISORY SERVICES, LLC has approximately 148 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DALLAS
Michael Christopher Mewhinney — CLOVER PARTNERS, L.P.Jerry Vernie Smith — WYNN-CROSBY MANAGEMENT, LTD.Robert William Sperry — 21ST CENTURY GROUP, LLCPeter Samuel Brodsky — HBC GP LLCJohn Armstrong Henry (iii) — TRIGATE MANAGEMENT LLC
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile