Level Four Advisory Services, LLC

Description

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

Employee
Years
Job
Industry
Josh Hampton Josh Hampton Dallas/Fort Worth Area Details
Josh Hampton's Level Four Advisory Services, LLC Experience June 2011 - Present
Job Wealth Advisor at Level Four Advisory Services
Industry Financial Services
Experience
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

Drew Keppy Drew Keppy Greater Chicago Area Details
Drew Keppy's Level Four Advisory Services, LLC Experience December 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Kirk Loerwald, CFP® Kirk Loerwald, CFP® South Bend, Indiana Area Details
Kirk Loerwald, CFP®'s Level Four Advisory Services, LLC Experience May 2013 - April 2014
Job Vice President/ Sr. Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
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®

Greg Snoor Greg Snoor Charlotte, North Carolina Details
Greg Snoor's Level Four Advisory Services, LLC Experience October 2014 - May 2015
Job Compliance Analyst for LPL Financial
Industry Financial Services
Experience
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.)

Davina Ramanjooloo Davina Ramanjooloo Santa Clara, California Details
Davina Ramanjooloo's Level Four Advisory Services, LLC Experience November 2011 - May 2012
Job Office Administrator/Bookkeeper
Industry Financial Services
Experience
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

Jeff L. Macy, M.A Jeff L. Macy, M.A Roanoke, Virginia Details
Jeff L. Macy, M.A's Level Four Advisory Services, LLC Experience January 2015 - Present
Job Financial and Retirement Plan Advisor with Market Square Advisors
Industry Financial Services
Experience
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

G. Brent Morton G. Brent Morton Dallas/Fort Worth Area Details
G. Brent Morton's Level Four Advisory Services, LLC Experience July 2013 - Present
Job Senior Wealth Manager
Industry Financial Services
Experience
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

Martin I. Friedman, CPA/PFS, CFP(R) Martin I. Friedman, CPA/PFS, CFP(R) Greater Chicago Area Details
Martin I. Friedman, CPA/PFS, CFP(R)'s Level Four Advisory Services, LLC Experience December 2014 - Present
Job Financial Consultant at Friedman Financial Strategies
Industry Financial Services
Experience
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

Whitney Massey [LION] Whitney Massey [LION] Roanoke, Virginia Area Details
Whitney Massey [LION]'s Level Four Advisory Services, LLC Experience September 2013 - Present
Job Branch Operations Manager at Market Square Advisors
Industry Financial Services
Experience
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

Tilmon King, CLU, ChFC Tilmon King, CLU, ChFC Austin, Texas Details
Tilmon King, CLU, ChFC's Level Four Advisory Services, LLC Experience April 2004 - Present
Job Level Four Advisory Services
Industry Financial Services
Experience
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

Sharon J. Baca, MBA, MSFS, CFP® Sharon J. Baca, MBA, MSFS, CFP® Dallas/Fort Worth Area Details
Sharon J. Baca, MBA, MSFS, CFP®'s Level Four Advisory Services, LLC Experience April 2013 - Present
Job Financial Advisor at Level Four Advisory Services, LLC
Industry Financial Services
Experience
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

Debbie Sturgeon, EA, CFP® Debbie Sturgeon, EA, CFP® Kemah, Texas Details
Debbie Sturgeon, EA, CFP®'s Level Four Advisory Services, LLC Experience August 2012 - Present
Job Wealth Advisor at Level Four Advisory Services
Industry Accounting
Experience
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