Level Four Advisory Services
Business Services · Texas, United States · 201-500 Employees
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Overview
Headquarters
12400 Coit Rd Ste 700, Dallas, Texas, 75...Phone Number
(866) 834-1040Website
www.levelfouradvisors.comRevenue
$12.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
1
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2
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1
About Level Four Advisory Services
Founded in 2000, Level Four Advisory Services provides support services to financial advisors and certified public accountants (CPAs). They are based out of Plano, Texas.Explore more
Level Four Advisory Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Level Four Advisory Servi...
$12.7M
201-500
Private
<$5M
2001
GA
Greg AndersonPartner- Chief Marketing Officer
Company Profile Activity
Activity Insights
Level Four Advisory Services is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Level Four Advisory Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Level Four Advisory Services.
Level Four Advisory Services financials insights
Gather financial insights about Level Four Advisory Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Level Four Advisory Services Tech Stack
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Most Recent Scoops
Open Position
Open Position
Facilities Relocation / Expansion
Level Four Advisory Services is planning to move its offices in April 2023. The move will impact approximately 20 employees at their existing office located at 12400 Coit Rd, Suite #700, Dallas, TX.
Open Position
Funding
Level Four Advisory Services News & Media
Level Four Advisory Services LLC Increases Stake in DocuSign as Company Reports ... - Best Stocks
On September 22, 2023, financial advisory firm Level Four Advisory Services LLC revealed that it had increased its stake in DocuSign, Inc. (NASDAQ:DOCU)Level Four Group, a division of Carr, Riggs & Ingram, LLC acquires...
Harbor Financial Services, LLC, a securities broker-dealer, registered investment advisor, and general insurance agency based out of Mobile with roughly 50 branches located in 20 states, has merged... (PRWeb October 11, 2021) Read the full story at https://www.prweb.com/releases/level_four_group_a_division_of_carr_riggs_ingram_llc_acquires_mobile_wealth_management_firm_harbor_financial_services/prweb18246329.htmOpus Wealth Management Group with $350 Million in Assets Under Management Joins Level Four Advisory Services
Level Four Advisory Services (Level Four), an SEC-registered investment adviser, welcomes the newest members to their network, Opus Wealth Management Group. (PRWeb April 07, 2020) Read the full story at https://www.prweb.com/releases/opus_wealth_management_group_with_350_million_in_assets_under_management_joins_level_four_advisory_services/prweb17035313.htm
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Frequently Asked Questions Regarding Level Four Advisory Services
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Founded in 2000, Level Four Advisory Services provides support services to financial advisors and certified public accountants (CPAs). They are based out of Plano, Texas.... Read More
