Level Four Advisory Services, LLC Employee Directory

Financial ServicesTexas, United States51-200 Employees

Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.

For a list of states in which we are registered to do business, please visit www.levelfouradvisors.com. 

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Level Four Advisory Services, LLC employees' phone numbers or email addresses

Level Four Advisory Services, LLC Global Highlights

North America
79

United States Of America
78
Canada
1

Africa
1

Zimbabwe
1

Level Four Advisory Services, LLC's Leadership

J. T.
Chief Executive Officer
Mobile Phone
Email
M. Y.
Chief Executive Officer
Mobile Phone
Email
J. Z.
Chief Compliance Officer And Corporate Counsel
Mobile Phone
Email
J. V.
President
Mobile Phone
Email
J. V.
Managing Director Chief Investment Officer
Mobile Phone
Email
T. L.
Owner
Mobile Phone
Email
J. M.
Director Of Portfolio Research And Advisory
Mobile Phone
Email
A. T. T.
Director Of Financial Planning
Mobile Phone
Email

Contact profiles from Level Four Advisory Services, LLC

Name

Title

Contact Info

Location

Last Update

J. T.
Chief Executive Officer
Mobile Phone
Email
Nov 16, 2023
J. V.
President
Mobile Phone
Email
United StatesSouth Carolina
Oct 23, 2024
J. Z.
Chief Compliance Officer And Corporate Counsel
Mobile Phone
Email
United StatesTexas
Oct 16, 2024
J. V.
Managing Director Chief Investment Officer
Mobile Phone
Email
United StatesTexas
May 23, 2024
M. Y.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
T. L.
Owner
Mobile Phone
Email
Oct 17, 2024
J. M.
Director Of Portfolio Research And Advisory
Mobile Phone
Email
United StatesMissouri
Aug 12, 2025
A. T. T.
Director Of Financial Planning
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. H.
Managing Director
Mobile Phone
Email
United StatesArkansas
Oct 22, 2024
B. B.
Operations Manager
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Level Four Advisory Services, LLC known for?

Level Four Advisory Services, LLC operates in the Financial Services industry. The company's main headquarters is located in 12400 Coit Road Suite 700 Dallas, TX 75251 US; you can contact the main corporate office by phone at

+1-972-665-****

. Explore Level Four Advisory Services, LLC's company overview page for more information.

What is Level Four Advisory Services, LLC's most common email format?

Level Four Advisory Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Four Advisory Services, LLC email formats with LeadIQ.

How many employees does Level Four Advisory Services, LLC have currently?

Level Four Advisory Services, LLC has approximately 51 employees as of September 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Level Four Advisory Services, LLC's key employees and leadership?

As of September 2025, Level Four Advisory Services, LLC's key employees include:

Chief Executive Officer: J. T.
Chief Executive Officer: M. Y.
Chief Compliance Officer And Corporate Counsel: J. Z.
President: J. V.
Managing Director Chief Investment Officer: J. V.

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