What departments does Level Four Group have?

Level Four Group has employees across 6 departments including Human Resources, Information Technology, Finance, Healthcare Services, Business.

What is the largest department at Level Four Group?

The largest department at Level Four Group is Finance with 4 employees.

Where are Level Four Group employees located globally?

Level Four Group has employees across 1 continents and 1 countries including United States Of America.

How has Level Four Group's team size changed over time?

Level Four Group's team has grown from approximately 43 to 113 employees based on available data.

Level Four Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

Level Four Group is a Dallas-based financial services organization composed of specialized divisions that deliver customized solutions for clients and financial professionals. It emphasizes objective, proactive guidance and aims to act in the best interests of retail clients, with regulatory disclosures tied to Regulation Best Interest standards. 

The group operates through affiliated securities, advisory, and insurance entities, with accounts carried by Raymond James & Associates, Inc. Level Four Group, LLC functions as a division within CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC, and is linked to the CRI brand associated with Carr, Riggs & Ingram and related advisory firms. In 2023, SS&C ALPS Advisors partnered with Level Four Capital Management to launch the Level Four Large Cap Growth Active ETF (LGRO).

Level Four Group Global Highlights

North America
122

United States Of America
122

Level Four Group's Leadership

S. T. S.
Chief People Officer/Chro
Mobile Phone
Email
D. M.
Chief Information Officer
Mobile Phone
Email
L. E.
Chief Investment Officer
Mobile Phone
Email
D. B.
Practice Director/Wealth Manager
Mobile Phone
Email
J. W.
Director Of Retirement Income
Mobile Phone
Email
A. F.
Director Of Finance
Mobile Phone
Email
B. C.
Advisor Onboarding Manager
Mobile Phone
Email
A. M.
Business Unit Leader | Wealth Advisor
Mobile Phone
Email

Level Four Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Human Resources
Accounting
Other
Consultant
Business

Contact profiles from Level Four Group

Name

Title

Contact

Location

Last Update

S. T. S.
Chief People Officer/Chro
Mobile Phone
Email
May 18, 2026
D. M.
Chief Information Officer
Mobile Phone
Email
Sep 18, 2026
L. E.
Chief Investment Officer
Mobile Phone
Email
May 18, 2026
D. B.
Practice Director/Wealth Manager
Mobile Phone
Email
Sep 18, 2026
J. W.
Director Of Retirement Income
Mobile Phone
Email
Sep 02, 2026
A. F.
Director Of Finance
Mobile Phone
Email
Jun 27, 2025
B. C.
Advisor Onboarding Manager
Mobile Phone
Email
Mar 02, 2026
A. M.
Business Unit Leader | Wealth Advisor
Mobile Phone
Email
Jun 28, 2026
J. B.
Private Wealth Advisor, Business Unit Leader
Mobile Phone
Email
May 18, 2026
M. M.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Level Four Group known for?

Level Four Group operates in the Financial Services industry. Explore Level Four Group's company overview page for more information.

What is Level Four Group's most common email format?

Level Four Group employees' email format typically follows the pattern of FLast@levelfourgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Level Four Group email formats with LeadIQ.

How many employees does Level Four Group have currently?

Level Four Group has approximately 157 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Level Four Group's key employees and leadership?

As of August 2026, Level Four Group's key employees include:

Chief People Officer/Chro: S. T. S.
Chief Information Officer: D. M.
Chief Investment Officer: L. E.
Practice Director/Wealth Manager: D. B.
Director Of Retirement Income: J. W.

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Level Four Group Employee Directory

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