Unclaimed Profile

Joseph Wayne Globensky

LEVEL FOUR ADVISORY SERVICES, LLC·PLANO, Texas

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65Clean record23 years registeredLEVEL FOUR ADVISORY SERVICES, LLC

5850 GRANITE PARKWAY, PLANO, TX 75024CRD# 2451496Firm CRD# 134086

Profile Verification

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

Identity

Joseph Wayne Globensky · PLANO, TX

Registration

CRD #2451496 · LEVEL FOUR ADVISORY SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Aug 2021 – present

LEVEL FOUR ADVISORY SERVICES

Jul 2005 – Aug 2021

DALLAS, TX

SECURITIES AMERICA ADVISORS, INC.

Oct 2002 – Jul 2005

OAK POINT, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · October 24, 2002

Years registered · 23

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

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANO?

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

Browse PLANO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Wayne Globensky offer?

Joseph Wayne Globensky specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Joseph Wayne Globensky's credentials?

Joseph Wayne Globensky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Wayne Globensky located?

Joseph Wayne Globensky is based in PLANO, Texas, working with LEVEL FOUR ADVISORY SERVICES, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Joseph Wayne Globensky charge for services?

Joseph Wayne Globensky'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 →