Josh Hampton

CFP®

Private Wealth Advisor, Private Client Specialist

Josh is a Private Client Solutions Specialist for the CRI Dallas office, as well as a Wealth Advisor with Level Four Advisory Services, LLC. His focus since joining the firm in May of 2011 has been financial planning, retirement planning, risk tolerance and asset management with individual clients. In addition, he also works with a few large corporate retirement plans. He is a graduate of the Finance Certificate Program at SMU and is a CERTIFIED FINANCIAL PLANNER ™ professional. Josh holds FINRA Series 7 registration (held with Level Four Financial, LLC) and Series 66 registration (held with both Level Four Financial, LLC and Level Four Advisory Services, LLC) as well as his insurance license. Josh is married to Sarah and they reside in Dallas, TX. Education Bachelor of Science, Finance and Accounting, Auburn University Masters in Accounting, The University of Texas - Dallas

Dallas

12400 Coit Road, Suite 700
Dallas, Texas 75251

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Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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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