Insights

Growing Regional Presence Level Four Financial has a substantial network with over 50 branch offices across 17 states, primarily from Long Island to Florida and Colorado. This extensive regional coverage presents opportunities to offer tailored financial technology solutions and consulting services to expand their digital and operational capabilities.

Technology Adoption The company's tech stack includes modern web and finance-related technologies such as Vue.js, WooCommerce, and PHP, indicating openness to digital integration and online client engagement strategies. This creates potential for partnerships in financial software upgrades, cybersecurity, and client portal enhancements.

Market Niche and Competition Operating in a competitive landscape with industry giants like Fidelity and Charles Schwab, Level Four Financial targets a mid-sized market with revenue between $50 million and $100 million. This positions them as a potential client for growth-oriented financial services, advisory tools, and compliance solutions.

Recent Expansion Activity The hiring of a new team member in Atlanta signifies active expansion efforts and talent acquisition, signaling potential needs for HR technology, onboarding platforms, and staff management solutions to support growth.

Financial and Growth Potential With a robust revenue stream and a nationwide presence, Level Four Financial is a promising target for financial technology vendors, marketing services, and operational consultants seeking to support mid-sized financial firms expanding their client base and improving customer experience.

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

Level Four Financial (fka Harbor Financial Services) Tech Stack

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

jQuery CDN
Content Delivery Network
MySQL
Database
oEmbed
Dev Tools
jQuery
Javascript Libraries
Swiper
Javascript Libraries
imagesLoaded
Javascript Libraries
PHP
Programming Languages
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 2 format(s):

Level Four Financial (fka Harbor Financial Services) Email Formats	Example	Percentage
FLast@harborfs.com	JDoe@harborfs.com	86%
FirstLast@harborfs.com	JohnDoe@harborfs.com	4%
LastF@harborfs.com	DoeJ@harborfs.com	2%
FirstL@harborfs.com	JohnD@harborfs.com	2%
First.Last@harborfs.com	John.Doe@harborfs.com	2%
FMLast@harborfs.com	JMDoe@harborfs.com	2%
LFirst@harborfs.com	DJohn@harborfs.com	2%
FLast@levelfourfinancial.com	JDoe@levelfourfinancial.com	94%
First@levelfourfinancial.com	John@levelfourfinancial.com	6%

Frequently Asked Questions

Where is Level Four Financial (fka Harbor Financial Services)'s headquarters located?

Level Four Financial (fka Harbor Financial Services)'s main headquarters is located at 11 North Water Street, Suite 21290. The company has employees across 3 continents, including North AmericaEuropeAsia.

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.

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

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

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

As of December 2025, Level Four Financial (fka Harbor Financial Services) has approximately 51 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Operating Officer: A. S.President: T. B.Financial Offices Of Peter G. Magnuson, Chfc: T. M.. 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 jQuery CDNMySQLoEmbedjQuerySwiperimagesLoadedPHPreCAPTCHA.

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)

Financial ServicesAlabama, United States51-200 Employees

Level Four Financial, LLC (formerly known as Harbor Financial Services) is a securities Broker Dealer, Registered Investment Advisor and General Insurance Agency servicing clients nationwide. As of the beginning of 2011, the firm had 50+ branches in 17+ states. The majority of our offices span from Long Island, NY down to Fort Lauderdale, FL and over to Colorado Springs, CO.

Level Four Financial, LLC -  member FINRA/SIPC.