Level Four Financial (fka Harbor Financial Services) Email Format

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.

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