Insights

Growth & Reach Level Four Financial operates as a nationwide securities broker-dealer, registered investment adviser, and general insurance agency with 50+ branches across 17+ states, indicating broad market access and potential for cross-sell among advisors and clients in multiple regions.

Revenue Scale With annual revenue in the range of 25 to 50 million and a mid-sized employee base (51-200), there is likely capacity for expanded services, higher-value product suites, and partnerships with larger RIAs seeking scalable broker-dealer/IA solutions.

Recent Hire The hiring of Alan Leffingwell in Atlanta signals ongoing talent acquisition and regional expansion, presenting an entry point for targeted outreach to recruit or partner with senior sales leaders, branch managers, or regional business development.

Technology Stack Reliance on cloud and web technologies (Cloudflare, WordPress, WooCommerce, WP Engine) alongside bot management and reCAPTCHA suggests opportunities to discuss modern digital experiences, secure client portals, and technology-assisted advisory services.

Competitive Positioning As a smaller yet nationwide competitor to large firms like Fidelity, Schwab, and Edward Jones, Level Four Financial may pursue partnerships, vendor programs, or white-label solutions to enhance advisor tools, marketing, and compliance infrastructure.

Similar companies to Level Four Financial (fka Harbor Financial Services)

MassMutual
12K$10B+
Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
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Vanguard
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LPL Financial
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Merrill Lynch
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Morgan Stanley
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Raymond James
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Edward Jones
50K$10B+

Level Four Financial (fka Harbor Financial Services) Tech Stack

Level Four Financial (fka Harbor Financial Services) uses 8 technology products and services including Cloudflare CDN, WordPress, oEmbed, and more. Explore Level Four Financial (fka Harbor Financial Services)'s tech stack below.

Cloudflare CDN
Content Delivery Network
WordPress
Content Management System
oEmbed
Dev Tools
WooCommerce
E-commerce
jQuery Migrate
Javascript Libraries
WP Engine
Platform As A Service
Cloudflare Bot Management
Security
reCAPTCHA
Security

Media & News

Level Four Financial, LLC hires Alan Leffingwell.
Building the team: Alan Leffingwell joins Level Four Financial in Atlanta, GA
Feb 04, 2021 | www.levelfouradvisors.com

Level Four Financial (fka Harbor Financial Services)'s Email Address Formats

Level Four Financial (fka Harbor Financial Services) uses at least 6 email formats:

Level Four Financial (fka Harbor Financial Services) Email Formats	Example	Percentage
FLast@levelfourfinancial.com	JDoe@levelfourfinancial.com	94%
First@levelfourfinancial.com	John@levelfourfinancial.com	6%
FLast@harborfs.com	JDoe@harborfs.com	91%
FirstLast@harborfs.com	JohnDoe@harborfs.com	5%
LastF@harborfs.com	DoeJ@harborfs.com	2%
FirstL@harborfs.com	JohnD@harborfs.com	2%

Frequently Asked Questions

What is Level Four Financial (fka Harbor Financial Services)'s phone number?

You can contact Level Four Financial (fka Harbor Financial Services)'s main corporate office by phone at

+1-251-650-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Level Four Financial (fka Harbor Financial Services)'s official website and social media links?

Level Four Financial (fka Harbor Financial Services)'s official website is levelfourfinancial.com and has social profiles on LinkedIn.

How much revenue does Level Four Financial (fka Harbor Financial Services) generate?

As of November 2026, Level Four Financial (fka Harbor Financial Services)'s annual revenue is estimated to be $25M - $50M.

What is Level Four Financial (fka Harbor Financial Services)'s SIC code and NAICS code?

Level Four Financial (fka Harbor Financial Services)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Level Four Financial (fka Harbor Financial Services) have currently?

As of November 2026, Level Four Financial (fka Harbor Financial Services) has approximately 51 employees across 4 continents, including North America, Europe and Asia. Key team members include Chief Operating Officer: A. S., President: T. B. and Managing Director Of Public Finance: D. S. Explore Level Four Financial (fka Harbor Financial Services)'s employee directory with LeadIQ.

What industry does Level Four Financial (fka Harbor Financial Services) belong to?

Level Four Financial (fka Harbor Financial Services) operates in the Financial Services industry.

What technology does Level Four Financial (fka Harbor Financial Services) use?

Level Four Financial (fka Harbor Financial Services)'s tech stack includes Cloudflare CDN, WordPress, oEmbed, WooCommerce, jQuery Migrate, WP Engine, Cloudflare Bot Management and reCAPTCHA.

What is Level Four Financial (fka Harbor Financial Services)'s email format?

Level Four Financial (fka Harbor Financial Services)'s email format typically follows the pattern of FLast@levelfourfinancial.com. Find more Level Four Financial (fka Harbor Financial Services) email formats with LeadIQ.

When was Level Four Financial (fka Harbor Financial Services) founded?

Level Four Financial (fka Harbor Financial Services) was founded in 2004.

Level Four Financial (fka Harbor Financial Services)

Q: What is Level Four Financial (fka Harbor Financial Services)'s NAICS code?

Level Four Financial (fka Harbor Financial Services)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesAlabama, United States51-200 Employees

Level Four Financial, LLC operates as a securities broker-dealer, a registered investment adviser, and a general insurance agency, serving clients across the United States. It is based in Mobile, Alabama, and holds membership in FINRA and SIPC. 

As of the beginning of 2011, the firm operated more than 50 branches across at least 17 states, with offices concentrated from the New York metropolitan area down to Florida and extending to Colorado. In February 2021, Level Four Financial announced the hire of Alan Leffingwell to its Atlanta, Georgia team as part of ongoing expansion.