Karen Lessard

Branch Manager, Supervisory Principal

Karen serves as a Supervisory Principal/Branch Manager for both Level Four Financial and Level Four Advisory Services. Karen comes to Level Four with 20 years of financial industry experience, starting her career on the sales side as a receptionist and then transitioning to compliance during 2014 as a Regional Support Specialist with Southwest Wealth Advisory Group. Just prior to joining Level Four Karen was a Branch Manager at Messick Peacock & Associates where she was responsible for supervisory oversight of the firm’s representatives and advisors. In addition to her compliance background, Karen is also a US Army veteran. In the Army she was a Unit Supply Specialist and Property Book Manager. She holds the FINRA Series 7, 24, 63, 65 and 9/10 licenses.

Dallas

12400 Coit Road, Suite 700
Dallas, Texas 75251

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Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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