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Protected: Entirety Wealth Solutions joins Level Four Group, LLC.

by levelfour | May 2, 2023 | Press Release

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Mobile Wealth Management Firm Harbor Financial Services Merges with Level Four Group, a division of Carr, Riggs & Ingram

by levelfour | Sep 21, 2021 | Press Release

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...

Recent Posts

  • Protected: Entirety Wealth Solutions joins Level Four Group, LLC.
  • Mobile Wealth Management Firm Harbor Financial Services Merges with Level Four Group, a division of Carr, Riggs & Ingram

Recent Comments

    Securities offered through Level Four Financial, LLC, member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Asset Management offered through Level Four Capital Management, LLC, an SEC-registered investment adviser. Level Four Financial, LLC, Level Four Advisory Services, LLC, Level Four Insurance Agency, LLC, and Level Four Capital Management, LLC are separate but related entities under Level Four Group, LLC.

     

    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.