Level Four Advisory Services

Firm record

As recorded in SEC IAPD

Firm CRD

134086

SEC number

801-66368

Firm type

RIA

Assets under management

$6.5B as of Mar 30, 2026

Website

levelfourgroup.com/lfas ↗

Phone

972-665-0878

Address

12400 Coit Road, Dallas, TX, 75251

Advisors at this firm

110 in our index · page 2 of 3

• Ron Franklin LintonCRD 4667461 · Clayton, NC
  IA RegisteredBroker
• Karen Marie LessardCRD 4613580 · Dallas, TX
  IA RegisteredBroker
• Carl Henry LinderCRD 8063029 · Miami, FL
  IA Registered
• Cynthia Rozann Manning-BrownCRD 2412292 · Waxahachie, TX
  IA RegisteredRegistration inactive
• Claudia Ann MartinCRD 2950783 · Dallas, TX
  IA RegisteredBroker
• Frank B MartinCRD 4535791 · Panama City Beach, FL
  IA RegisteredBroker
• Richard Perdue Mc CoyCRD 4173199 · Dallas, TX
  IA RegisteredBroker
• William Saunders MccloudCRD 2770466 · Tallahassee, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Darren Collier McneelyCRD 2202273 · Cypress, TX
  IA RegisteredBroker
• John Bradford MillerCRD 2141029 · Charleston, SC
  IA RegisteredBroker
• Kimberly Kay MillerCRD 4175240 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Amanda Lynn MitchumCRD 5384281 · Nacogdoches, TX
  IA RegisteredBroker
• Randy R. MooreheadCRD 4401484 · Wilson, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Vannessa Quinn MarleyCRD 6194132 · Dallas, TX
  IA RegisteredBroker
• Giuseppe MazzeoCRD 2216136 · Miami, FL
  IA Registered
• Collin McavoyCRD 5975023 · Dallas, TX
  IA RegisteredBroker
• Michael Jerome MckersieCRD 2503728 · Middleton, WI
  IA Registered
  Disclosure event(s) on record
• Paul Ray MorrisCRD 340566 · Dallas, TX
  IA RegisteredBroker
• John Frederick NashCRD 857426 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• David Robert NeubranderCRD 1457100 · Dallas, TX
  IA RegisteredBroker
• Thomas Joseph NeunerCRD 2126246 · Dallas, TX
  IA RegisteredBroker
• Bonnie OquinnCRD 3199111 · Raleigh, NC
  IA RegisteredBroker
• Louis Paul OrgeraCRD 2308679 · Great Neck, NY
  IA RegisteredBroker
• Rosilyn Hoffman OvertonCRD 817462 · Great Neck, NY
  IA RegisteredBroker
• Todd Andrew ParkerCRD 4362437 · Lindsay, OK
  IA RegisteredBroker
• Wendy Sue PauleyCRD 2508071 · Roanoke, VA
  IA RegisteredBroker
• Chad Jeffrey PerryCRD 5020216 · Austin, TX
  IA RegisteredBroker
• Cathy Lynn PoeCRD 4585338 · Cuspeper, VA
  IA RegisteredBroker
• Jeffery Bob PattersonCRD 1747986 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Charles Stewart RobersonCRD 2976944 · Winnabow, NC
  IA RegisteredBroker
• Daniel Isaias RodriguezCRD 5926214 · Tallahassee, FL
  IA RegisteredRegistration inactive
• Matthew Ray RogersCRD 5072619 · La Grange, NC
  IA RegisteredBroker
• Philip Benjamin SadtlerCRD 6070130 · Williamsburg, VA
  IA RegisteredBroker
• Mary Elizabeth SargentCRD 5710395 · Wilson, NC
  IA RegisteredBroker
• Matthew James SchererCRD 4887476 · Minnetonka, MN
  IA RegisteredBroker
• Jeffrey Michael SchlichtCRD 4793766 · Minnetonka, MN
  IA RegisteredBroker
• Gary Walter SchmidtCRD 5299312 · Minnetonka, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Arthur Lee SmithCRD 714581 · Shreveport, LA
  IA RegisteredBroker
• Brittany Shea StricklandCRD 6014699 · Dallas, TX
  IA RegisteredBroker
• Marian Nmn StupkaCRD 4446848 · Miami, FL
  IA RegisteredBroker
• Connor Michael SturgessCRD 6895109 · Bloomfield Hills, MI
  IA RegisteredBroker
• Ricky Alan SanfordCRD 2118366 · Dallas, TX
  IA RegisteredBroker
• Ethan Samson ShaffCRD 7812265 · Dallas, TX
  IA Registered
• Brian William ThomasCRD 2212030 · Dallas, TX
  IA RegisteredBroker
• Terry Lavern ThompkinsCRD 2843283 · Dallas, TX
  IA RegisteredBroker
• Alan Ray TiptonCRD 2282325 · Shreveport, LA
  IA RegisteredBroker
• Melina TrevinoCRD 6126643 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Angela Marie TaccoCRD 5865941 · Fort Worth, TX
  IA RegisteredBroker
• Ernest Allan TannisCRD 3080966 · Milton, GA
  IA RegisteredBroker
• Glenn Frederick VerityCRD 6283003 · Williamsburg, VA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.