Level Four Financial (fka Harbor Financial Services) Employee Directory

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.

Find Level Four Financial (fka Harbor Financial Services) employees' phone numbers or email addresses

Level Four Financial (fka Harbor Financial Services) Global Highlights

North America
62

United States Of America
62

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
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. T.
Wealth Manager
Mobile Phone
Email
B. M.
Accounting Manager
Mobile Phone
Email

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

Name

Title

Contact Info

Location

Last Update

S. R.
New Accounts Manager
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
V. P.
Principal
Mobile Phone
Email
Oct 16, 2024
P. G. M.
Independent Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 19, 2025
P. R. M.
Financial Representative & Investment Management Consultant
Mobile Phone
Email
United StatesLouisiana
Sep 09, 2025
A. D.
Operations Associate
Mobile Phone
Email
Oct 22, 2024
B. B.
Wealth Management Advisor
Mobile Phone
Email
Oct 23, 2024
D. Q.
Registered Representative & Account Executive
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
E. P.
Registered Representative
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
G. B.
Business Development Associate
Mobile Phone
Email
United StatesFlorida
Aug 06, 2024
J. M.
Sales Representative
Mobile Phone
Email
Oct 23, 2024

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; 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 December 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

As of December 2025, 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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