Unclaimed Profile

Jill Marie Zacha

LEVEL FOUR ADVISORY SERVICES, LLC·DALLAS, Texas

SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 66Clean record18 years registeredLEVEL FOUR ADVISORY SERVICES, LLC

12400 COIT ROAD, DALLAS, TX 75251CRD# 2583663Firm CRD# 134086

Profile Verification

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

Identity

Jill Marie Zacha · DALLAS, TX

Registration

CRD #2583663 · LEVEL FOUR ADVISORY SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LEVEL FOUR CAPITAL MANAGEMENT

Nov 2019 – present

LEVEL FOUR ADVISORY SERVICES

May 2019 – present

CAPITAL ONE ADVISORS, LLC

Mar 2018 – May 2019

Plano, TX

CLARK INVESTMENT STRATEGIES, INC.

Nov 2010 – Dec 2011

DALLAS, TX

EVOLVE SECURITIES, INC.

May 2008 – Dec 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · May 20, 2008

Years registered · 18

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 Jill Marie Zacha offer?

Jill Marie Zacha specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Jill Marie Zacha's credentials?

Jill Marie Zacha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Marie Zacha located?

Jill Marie Zacha 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 Jill Marie Zacha charge for services?

Jill Marie Zacha'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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