OUR VISION
Our industry is changing. Level Four believes there is incredible opportunity to change the future of financial advice for those willing to embrace and lead the way.
Level Four Group and it’s family of companies, is a different kind of financial organization. Our vision is one that builds on your strengths as an individual as part of an ensemble team of financial professionals. We are fully invested in supporting your growth whether you are an RIA, individual advisor, financial services professional, or back office support specialist.
OUR CULTURE
Our organization serves a diverse clientele and advisors from different backgrounds and walks of life. We are committed to embracing change, consistently improving, and exploring new ways to adapt and evolve, so we can deliver more for our clients across the country.
We are expanding with ambitious goals, and are always seeking talented and driven individuals to join our team.
FOr Advisors: What is your plan to
Grow bigger and faster
than you are now?
- What is your vision for your practice?
- Are you prepared to change with the current &
proposed regulatory environment? - What are you doing that sets your practice apart?
- Do you have the capacity & scalability in place to expand?
- Are you offering comprehensive services to your clients?
- Is your business thriving on your strengths?
Our business model gives you the tools you need to set yourself apart
Our goal is for you to be able to offer a depth of knowledge and proactive services that will differentiate you from the rest of the industry. Offering truly valuable advice that encompasses all the aspects of a modern investors needs is difficult to provide alone. Without the proper structure and team, one advisor simply does not have the bandwidth
or expertise to set themselves apart.
Define your niche
We want to help you develop your skill set and provide resources that allow you to focus on what you do best. Focus and depth of knowledge is a necessity in your ability to build and grow relationships.
UTILIZE THE TEAM
As you focus on your area of expertise, our team of specialists provide in-depth knowledge to supplement your current offerings. Eventually building your own team allows for growth.
PROACTIVE SERVICE MODEL
Our tried and true model is one that defines the scope of our engagement from the get-go. Our unique menu allows our clients to pick and choose their priorities and our road map forecasts future meetings and interaction. Our processes allow you to elevate the client experience from reactive to proactive service.
GROW YOUR NETWORK
Through our vast network you’ll have access to the community of Level Four and leverage the experience of your peers. For qualified candidates, relationships can be formed with our parent company and have the opportunity to work alongside CPAs, investment bankers, management consultants and more.
Your firm.
Your resources.
Your choice.
Comprehensive Resources Across our Platforms
We understand that every individual is unique and we will work with you to determine the model that best supports your goals. We offer multiple affiliation options to join Level Four and ways to implement the best fit for you and your business.
Tribrid Platform
We are dedicated to serving our advisors with every aspect of their practice. Our services encompass three platforms integral to the daily operations and long-term growth.
Independent Broker/Dealer
New Business Review & Support, Concierge Proactive Service Team, Compliance & Regulatory Outsourcing, File Management & CRM Technology, Transition Resources
Registered Investment Advisor
Fiduciary Level Advice, Value Based Fee-for-service Pricing, Multiple Custodial Options, Open Architecture Software & Research Technology, Institutional Asset Management, In-house Investment Committee
Insurance
Advanced Market Support, On Site Point-of-Sale Support, New Business Marketing & Sales, Licensing & Contracting Technologies, Dedicated Case Management Team, Commission & Accounting Services, Agency Management Technology, Brokerage Access: 100+ Carriers
CRI's Family of Companies
A CPA Firm with all of the Right Resources for You and Your Business
Level Four is part of the family of companies within Carr, Riggs & Ingram. They bring together functions like auditing, tax planning, business consulting, forensic accounting, and more. CRI's goal is to offer a variety of services that you may need to address all aspects of your personal and professional wealth. Over the past 20 years, CRI has expanded to parallel our clients’ evolving needs. This expansion has included incorporating a broad range of portfolios to help us serve you better: Auditwerx, CRI Advanced Analytics, CRI Capital Advisors, CRI TPA Services, Level Four® Advisory Services, Paywerx, and The Preferred Legacy Trust Company. These portfolio companies work together to collectively help individuals and organizations across a broad range of industries reach their goals. By working side-by-side, our family of portfolio companies are able to provide you with more personalized, holistic advice that checks every box.
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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