Marshall Barclay

MBA , CFP® , CRPC®

Business Unit Leader; Insurance Specialist

Marshall is the Business Unit Leader and Wealth Advisory for Level Four® Advisory Services, LLC and specializes in financial planning advice for physicians, small business owners in the Rio Grande Valley area. He also works closely with universities as an advisor, helping employees toward reaching their retirement goals. Marshall acts as his clients’ problem solver and strives to make a difference in people’s lives by helping them toward achieving their financial goals. For many people before meeting and working with Marshall, they either think they’ve got everything covered, or are unaware of any problems altogether. By helping them identify the disconnect between what they think is their current financial situation and the reality as delivered in a written, coordinated and customized financial plan, Marshall helps gives them comfort and confidence so they can sleep better at night. In addition to the CERTIFIED FINANCIAL PLANNER™ professional certification (CFP®), Marshall also earned the Chartered Retirement Planning Counselor® professional designation (CRPC®). He holds various securities licenses along with life, health, annuity and long-term care insurance licenses in Texas and New Mexico. Marshall is happily married to his wife Cari, and they have three children: Ashlynn, Bryson and Carsynn. He enjoys golfing and coaching his children’s athletic teams when not in the office with clients. Education Bachelors of Science in Engineering, Penn State University MBA, The University of Texas at El Paso

El Paso

500 North Mesa, Suite 300
El Paso, Texas 79901

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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.

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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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