Insights

National footprint Level Four Financial operates as a nationwide securities broker-dealer and RIA with 50+ branches across 17+ states, indicating broad market access and potential need for scalable vendor solutions, multi-state compliance tools, and centralized back-office support.

Growth hiring Recent addition of leadership in Atlanta and a history of expanding teams suggests active growth and potential interest in recruiting services, onboarding platforms, training programs, and HR technology to sustain scale.

Financial health Revenue of $25M-$50M places Level Four in a mid-market profile with potential for high-touch financial services partnerships, enterprise software licenses, and advisory platforms tailored to mid-sized firms seeking efficiency gains.

Tech stack leverage Current tech usage includes PHP, MySQL, jQuery, and Cloudflare bot management, signaling opportunities for modernization projects, data analytics, CRM/ERP integrations, cybersecurity enhancements, and cloud-native migrations.

Industry positioning As a FINRA/SIPC member with broker-dealer and RIA operations, Level Four Financial may require enhanced regulatory compliance solutions, risk management tooling, and vendor partnerships that address multi-product financial services and nationwide regulatory requirements.

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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@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%
FLast@levelfourfinancial.com	JDoe@levelfourfinancial.com	94%
First@levelfourfinancial.com	John@levelfourfinancial.com	6%

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 July 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 July 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@harborfs.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.