Level Four Advisory Services LLC
Legal Name: LEVEL FOUR ADVISORY SERVICES, LLC
Full Contact Details
Level Four Advisory Services LLC
5850 GRANITE PARKWAY, SUITE 270, PLANO, TX
972-665-0878
972-665-0885
Other Info
Level Four Advisory Services LLC is a registered TX Limited Liability Company operating in the financial advisory industry. With 127 advisory employees, the firm serves 250 clients and has been approved by the U.S. Securities and Exchange Commission since March 3rd, 2006.
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Direct Owners
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EDMON JACOB TOMES
ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%
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GEORGE BRENT MORTON
CHIEF OPERATING OFFICER owns less than 5%
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GREGG DOUGLAS OVERSTAKE
CHIEF COMPLIANCE OFFICER owns less than 5%
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LEVEL FOUR GROUP, LLC
MEMBER owns 75% or more
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MARYAM ALYCE HOUSTON
ADVISORY SERVICES DIRECTOR owns less than 5%
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JILL MARIE ZACHA
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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CARR, RIGGS & INGRAM CAPITAL, L.L.C.
MEMBER owns 75% or more
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CARR, RIGGS & INGRAM, L.L.C.
MEMBER owns 75% or more
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