Unclaimed Profile

George Brent Morton

LEVEL FOUR ADVISORY SERVICES, LLC·DALLAS, Texas

SIE, Series 7, Series 31, Series 66Clean record24 years registeredLEVEL FOUR ADVISORY SERVICES, LLC

12400 COIT ROAD, DALLAS, TX 75251CRD# 4522132Firm CRD# 134086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Brent Morton · DALLAS, TX

Registration

CRD #4522132 · LEVEL FOUR ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LEVEL FOUR FINANCIAL, LLC

Nov 2020 – present

LEVEL FOUR CAPITAL MANAGEMENT

Nov 2019 – present

LEVEL FOUR ADVISORY SERVICES

Jul 2013 – present

HARBOR FINANCIAL SERVICES, LLC

Nov 2020 – Apr 2021

Dallas, TX

LPL FINANCIAL LLC

Jul 2013 – Jul 2013

DALLAS, TX

FIRST FINANCIAL EQUITY CORPORATION

Feb 2007 – Jul 2013

DALLAS, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jun 2002 – Feb 2007

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · June 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVEL FOUR ADVISORY SERVICES, LLC

CRD 134086 · SEC 801-66368

AUM

$4.3B

Regulatory assets under management

Employees

148

11,667 client accounts

Services offered by LEVEL FOUR ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEVEL FOUR ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does George Brent Morton offer?

George Brent Morton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are George Brent Morton's credentials?

George Brent Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Brent Morton located?

George Brent Morton 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 George Brent Morton charge for services?

George Brent Morton'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.

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