Chad Perry

Business Unit Leader; Private Wealth Advisor

Chad Perry began his financial career with the Principal Financial Group working in San Antonio, New Braunfels, and Austin. He has worked with CPAs over the past 15+ years, assisting in the planning for clients' financial and retirement goals. Chad currently holds the FINRA Series 6 and 63 registrations (held with Level Four Financial, LLC) and Series 65 registration (held with Level Four Advisory Services) and is a Registered Representative of Level Four Financial, LLC as well as an Investment Advisor Representative of Level Four Advisory Services, LLC. He is also licensed for Life and Health Insurance and Variable Contracts in Texas. Chad graduated from and played soccer for Southern Nazarene University and is working on completing his Masters in Accountancy as part of obtaining his CPA. Chad, his wife Lisa, and their three girls and one boy reside in New Braunfels, Texas.

New Braunfels

1248 Freiheit Road
New Braunfels, Texas 78130

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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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