Advisory
Securities
Asset Management
Insurance
Medicare
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For Financial Professionals
We are changing the future of financial advice.
WHO WE ARE
Level Four Group is a multi-disciplinary financial firm dedicated to providing tailored & holistic solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you and your clients can achieve the life you dream. We offer an all-in-one platform across our family of companies including a FINRA registered Broker/Dealer, multiple SEC-Registered Investment Advisors, and Insurance Agency in order to ensure all aspects of your business needs are met and your clients can receive truly holistic solutions.
Level Four At-A-Glance
2000
YEAR FOUNDED
70
BRANCH OFFICES
120+
FINANCIAL
PROFESSIONALS
6,000+
HOUSEHOLDS SERVED
29+
PROFESSIONAL DESIGNATIONS
$6B
ASSETS UNDER CONTROL
$177M+
ANNUAL INSURANCE PREMIUM
100+
INSURANCE CARRIERS
Who We Serve
Individuals & Families
We believe our clients deserve a tailored approach. We prioritize their goals in both a neutral and objective fashion which enables our advisors to be their fiduciary. We follow centralized four-step process to Organize, Create, Plan, and Communicatie in order to protect what our clients have worked hard to achieve.
Private Client
Our team has specialized experience and comprehensive services in serving the needs of ultra-high net worth families & private clients. We provide a boutique multi-faceted experience with a multi-generational outlook and are committed to simplifying the wealth management experience.
Business Owners
With a more intricate and dynamic financial situation, business owners need someone who has expertise in dealing with their unique financial position. We understand the complexities that come with owning a business and are dedicated to serving this underserved group.
Advisors & RIAs
Level Four was founded to serve financial professionals’ needs and connect advisors to the right people and resources to grow and better serve their clientele. We are dedicated to an integrated advisor experience so that you can focus on what you do best. Our top management all are financial advisors and understands your needs.
what makes us different
Specialized in Practice
We function as a high performing team made of subject matter experts. Our services & practices are based upon the principle knowlege topics of the CFP Board & standard of excellence for financial planners.
FLEXIBILITY IN PrICE
We believe everyone should have access to advice and a choice on how we engage. We offer unbundled services and transparent pricing, based on your unique needs. Fee-for-service pricing is available within every service & product type.
PROACTIVE IN SERVICE
We strive to provide a remarkable client experience and give a clear understanding of what you can expect from us. Our processes are proactive and help to address your needs and seek to solve problems before they occur.
All-in-one platform
Level Four offers a comprehensive wealth management platform and seamless, integrated resources for clients and advisors
NEWS
Resources & Press
Stay up to date with Level Four and our industry
Protected: Entirety Wealth Solutions joins Level Four Group, LLC.
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Mobile Wealth Management Firm Harbor Financial Services Merges with Level Four Group, a division of Carr, Riggs & Ingram
Mobile, AL – September 21, 2021 – Harbor Financial Services, LLC, a securities broker dealer, registered investment advisor and general insurance agency based out of Mobile with roughly 50 branches located in 20 states, has merged with Level Four Group, LLC a wholly...
Ready to get started?
Contact Level Four to find out how you can begin to pursue the life you dream.
Headquarters
12400 Coit Road, Suite 700
Dallas, TX 75251
Contact
[email protected]
(866) 834-1040
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