Level Four Advisory Services, LLC
Address: 5850 Granite Pkwy #270, Plano, TX 75024 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (866) 834-1040: : Hours: Place name: : : : : Category: Website: Website: http://www.levelfouradvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Level Four Advisory Services LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Level Four Advisory Services, LLC Employees
Level Four Advisory Services, LLC June 2011 - Present
LPL Financial November 2012 - Present
Lincoln Financial Securities Corporation May 2012 - November 2012
Halliburton May 2010 - August 2010
Halliburton May 2009 - August 2009
Halliburton May 2008 - August 2008
Halliburton May 2007 - August 2007
Skills
Investments, Financial Analysis, Microsoft Office, Life Insurance, Strategic Financial..., Asset Management, Financial Planning, Alternative Investments, Investment Management, Equities, Six Sigma, Lean Manufacturing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2011
Masters, Accountancy
Auburn University, College of Business 2006 — 2010
BA of Science in Business Administration, Finance, Accounting
The Woodlands High School 2002 — 2006
Level Four Advisory Services, LLC December 2012 - Present
JP Morgan Securities LLC August 2006 - December 2012
A.G. Edwards & Sons, Inc. March 2001 - August 2006
Skills
Series 7, Retirement Planning, Series 63, Asset Allocation, Financial Advisory, Investments, Mutual Funds, Uniform Combined State..., Strategic Financial..., Wealth Management, Investment Advisory, Investment Strategies, Retirement, Portfolio Management, Securities, Financial Modeling, Asset Managment, Equities, Fixed Income, Estate Planning
Education
Aurora University 2005 — 2007
MBA
Aurora University 1996 — 2000
BS, Finance
PNC Wealth Management April 2014 - Present
Level Four Advisory Services, LLC May 2013 - April 2014
First Command Financial Planning April 2011 - May 2013
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Retirement, Investment Advisory, Mutual Funds, Investments, Series 63, Series 7, Insurance, Asset Management, Portfolio Management, Investment Management, Certified Financial..., Long-term Care, Disability Insurance, Risk Management, Strategic Planning
Education
Texas Tech University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
The American College
ChFC®
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
Caspio, Inc. 2012 - 2013
Caspio, Inc. 2012 - 2013
Level Four Advisory Services, LLC November 2011 - May 2012
AdtekMedia - (Assignment w/ Express Employment Professionals) January 2011 - October 2011
American Honda Motor Company, Inc. October 2009 - November 2010
Lowe's Home Improvement August 2007 - August 2009
Skills
Microsoft Excel, Outlook, Payroll, Microsoft Office, Microsoft Word, PowerPoint, Spreadsheets, Accounts Payable, Accounts Receivable, Office Administration, Cost Allocation, Operations Management, Employee Relations, Bookkeeping, Accounting, Team Building, Financial Reporting, Executive Reporting, Invoice Processing, Work Orders, Sales Order Processing, Recruiting, Human Resources, Supply Chain Operations, Building Materials, Purchase Orders, Data Entry, Customer Service, QuickBooks, ADP Payroll, Avaya IP Telephony, Salesforce.com, FedEx, UPS Shipping, USPS, Time Management
Education
University of Phoenix-Southern California Campus 2008 — 2010
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Cal State Fullerton 2008 — 2008
Business Administration and Management, General
Fullerton College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0
Level Four Advisory Services, LLC January 2015 - Present
Greystone Financial Group an office of Metlife 2012 - 2013
New York Life Insurance Company May 2011 - April 2012
USMC Police Department April 2009 - October 2011
Hanover County Sheriff's Office July 2007 - October 2008
Hanover Sheriff's Office August 1997 - July 2007
United States Marine Corps November 1991 - August 1997
Skills
Retirement, Fixed Annuities, Mutual Funds, Insurance, Securities, IRAs, Long-term Care, Small Business, Asset Allocation, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Whole Life, Annuities, Strategic Financial..., Universal Life, Disability Insurance, Buy-sell Agreements, Direct Sales, Investments, Employee Benefits, Financial Services, Series 7, Health Insurance, Variable Annuities, 401k Rollovers, Wealth Management, Series 63, Series 65, Series 6, 401k, 457 Plans, 403 b, Retirement Plan..., Qualified Retirement..., Business Continuity..., Investment Advisory, Finance, Leadership, Pensions, Team Building, Public Speaking, Strategic Planning, Succession Planning, Sales Management, Microsoft Office, Sales, Bonds
Education
The American College 2014 — 2017
CHFC and CFP Designation, Certified Financial Planner
Virginia Commonwealth University 2006 — 2008
Masters, Public Administration
Blueffield College 2000 — 2004
B.S, Criminal Justice
Morton Wealth Management July 2013 - Present
Level Four Advisory Services, LLC July 2013 - Present
First Financial Equity Corporation February 2007 - June 2013
Merrill Lynch 2001 - 2007
Leapnet 1999 - 2001
Pegasus Solutions 1996 - 1999
Skills
Mutual Funds, Alternative Investments, Series 63, Investments, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Tax, Retirement, Strategic Financial..., Estate Planning, Series 7
Education
The University of Dallas 1984 — 1986
MBA, MIS, Business
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Level Four Advisory Services, LLC December 2014 - Present
LPL Financial December 2014 - Present
Friedman Financial Strategies 1993 - Present
New England Financial 1993 - December 2014
Northwestern University's School of Continuing Studies January 2008 - December 2009
Kemper Sports Management 1984 - 1992
Lesnik Public Relations 1984 - 1992
Clifton Gunderson LLP 1974 - 1984
Skills
Securities, Investments, Risk Management, IRAs, Investment Advisory..., Finance, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, FINRA, Fixed Annuities, Series 7, Long-term Care, Life Insurance, Investment Advisory, Disability Insurance, Investment Management, Series 63, Strategic Financial..., Estate Conservation..., Retirement Funding...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MS, Taxation
University of Illinois at Chicago 1970 — 1974
BS, Accounting
Delta Sigma Pi September 2015 - Present
Level Four Advisory Services, LLC September 2013 - Present
Market Square Advisors September 2013 - Present
Delta Sigma Pi June 2013 - Present
Red Robin July 2007 - March 2015
Valley Financial Solutions July 2012 - September 2013
Ameriprise Financial Services, Inc. September 2011 - May 2012
Skills
Customer Service, Financial Analysis, Time Management, PowerPoint, Sales, Data Analysis, Microsoft Word, Access, Microsoft Excel, Leadership, Social Networking, Insurance, Investments, Data Entry, Microsoft Office, Marketing, Project Planning, Facebook, Finance, Outlook, Social Media, Teamwork
Education
Radford University - College of Business and Economics 2008 — 2012
Bachelors of Business Administration, Finance
LPL Financial November 2012 - Present
Level Four Advisory Services, LLC April 2004 - Present
Compass Bank August 1989 - April 2004
Skills
Business Continuity..., Businees Retirement..., Tax Efficient..., Portfolio Construction..., Financial Planning, Financial Services, Finance, Management, Retirement Planning, Financial Advisory, Retirement, Strategic Planning, Securities, Risk Management, Portfolio Management, Investments
Education
Trinity University 1972 — 1976
Bachelor of Business Administration (B.B.A.)
The American College
Chartered Financial Consultant (ChFC) designation & Chartered Life Underwriter (CLU) designation
Level Four Advisory Services, LLC April 2013 - Present
Sharon J. Baca, CFP® 1993 - Present
Spectrum Financial Group 2003 - April 2013
Prince of Peace Catholic Community, Plano 1993 - April 2013
Gekiere and Associates 1991 - 2003
DBG&H Unlimited 1974 - 1988
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Long Term Care Insurance, Investment Management, Disability Insurance, Strategic Planning, Business Strategy, Finance, Investments
Education
Leadership Texas 1985 — 1985
Texas, Women and Leadership
Southern Methodist University - Cox School of Business 1979 — 1981
MBA
The University of Dallas 1964 — 1968
Bachelor of Arts (B.A.), History, English & Philosophy
Level Four Advisory Services, LLC August 2012 - Present
Carr, Riggs & Ingram, LLC 2012 - Present
Skills
Financial Planning, Income Tax, Tax Preparation
Education
University of Liverpool 1982 — 1985
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics