Dallas, TX – June 15, 2020 – Level Four Advisory Services, LLC (Level Four), a portfolio company of Carr, Riggs & Ingram, LCC (CRI) has been named in the 2020 Wealth Magnets Ranking of the Leading CPA firms in Financial Planning by Accounting Today. The report is their 14th annual ranking of CPA firms by assets under management, with submissions from over 150 firms. Read the Report
Level Four Advisory Services delivers the proactive approach to financial advice that today’s market complexity and volatility demand. Level Four believes that a team approach helps ensure our clients receive truly comprehensive advice and solutions. They work alongside their CRI CPAs to supplement their clients wealth management needs. Level Four is changing the way financial advice is delivered to their clients on life’s most important financial decisions.
Data is provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Investment advice is offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser.
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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.
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.Check the background of your Financial Professional on FINRA’s BrokerCheck. We take protecting you data and privacy very seriously.