What departments does Level Four Financial (fka Harbor Financial Services) have?

Level Four Financial (fka Harbor Financial Services) has employees across 6 departments including Operations, Finance, Customer Success, Accounting, Sales.

How has Level Four Financial (fka Harbor Financial Services)'s team size changed over time?

Level Four Financial (fka Harbor Financial Services)'s team has decreased from approximately 29 to 19 employees based on available data.

Level Four Financial (fka Harbor Financial Services) Employee Directory

Q: What is the largest department at Level Four Financial (fka Harbor Financial Services)?

The largest department at Level Four Financial (fka Harbor Financial Services) is Finance with 8 employees.

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.

Level Four Financial (fka Harbor Financial Services) Global Highlights

North America
70

United States Of America
70

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Oceania
1

Australia
1

Level Four Financial (fka Harbor Financial Services)'s Leadership

A. S.
Chief Operating Officer
Mobile Phone
Email
T. B.
President
Mobile Phone
Email
T. M.
Financial Offices Of Peter G. Magnuson, Chfc
Mobile Phone
Email
M. S.
Vice President
Mobile Phone
Email
D. S.
Managing Director Of Public Finance
Mobile Phone
Email
B. K.
Branch Manager
Mobile Phone
Email
B. M.
Accounting Manager
Mobile Phone
Email
E. T.
Compliance Manager
Mobile Phone
Email

Level Four Financial (fka Harbor Financial Services) Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Real Estate
Sales
Accounting
Other
Administrative
Analytics

Contact profiles from Level Four Financial (fka Harbor Financial Services)

Name

Title

Contact Info

Location

Last Update

E. L.
Operations Manager
Mobile Phone
Email
United StatesFlorida
Feb 17, 2026
V. P.
Principal
Mobile Phone
Email
Oct 16, 2024
J. J.
Financial Planner
Mobile Phone
Email
United StatesFlorida
Jun 01, 2026
B. T.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
May 31, 2026
K. J. K.
Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
A. D.
Operations Associate
Mobile Phone
Email
Oct 22, 2024
A. E.
Accounting And Administrative Intern
Mobile Phone
Email
United StatesMinnesota
Feb 26, 2024
B. B.
Wealth Management Advisor
Mobile Phone
Email
Oct 23, 2024
D. Q.
Registered Representative & Account Executive
Mobile Phone
Email
United StatesFlorida
May 28, 2026
E. P.
Registered Representative
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Level Four Financial (fka Harbor Financial Services) known for?

Level Four Financial (fka Harbor Financial Services) was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 11 North Water Street Suite 21290 Mobile, Alabama 36602 United States; you can contact the main corporate office by phone at

+1-251-650-****

. Explore Level Four Financial (fka Harbor Financial Services)'s company overview page for more information.

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

Level Four Financial (fka Harbor Financial Services) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Four Financial (fka Harbor Financial Services) email formats with LeadIQ.

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

Level Four Financial (fka Harbor Financial Services) has approximately 51 employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Level Four Financial (fka Harbor Financial Services)'s key employees and leadership?

As of February 2026, Level Four Financial (fka Harbor Financial Services)'s key employees include:

Chief Operating Officer: A. S.
President: T. B.
Financial Offices Of Peter G. Magnuson, Chfc: T. M.
Vice President: M. S.
Managing Director Of Public Finance: D. S.

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Level Four Financial (fka Harbor Financial Services) Employee Directory

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