LEVEL FOUR ADVISORY SERVICES, LLC

LEVEL FOUR ADVISORY SERVICES
DALLAS, Texas·7 registered advisors·CRD# 134086
SEC# 801-6636870972-665-0878
01

Firm Overview

AUM
$4.3B
Regulatory assets under management
Employees
148
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEVEL FOUR ADVISORY SERVICES, LLC

7 registered advisors
Brian Joseph Gongwer
PLANO, Texas
Darryn David Pope
PLANO, Texas
Edmon Jacob Tomes
DALLAS, Texas
George Brent Morton
DALLAS, Texas
Gregg Douglas Overstake
DALLAS, Texas
Jill Marie Zacha
DALLAS, Texas
Joseph Wayne Globensky
PLANO, Texas
05

Office Locations

DALLAS, Texas
4 advisors
PLANO, Texas
3 advisors

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Data sourced from SEC Form ADV filings. LEVEL FOUR ADVISORY SERVICES, LLC (CRD# 134086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.