What departments does Level Four Group have?

Level Four Group has employees across 6 departments including Finance, Consultant, Marketing, Business, Sales.

What is the largest department at Level Four Group?

The largest department at Level Four Group is Finance with 7 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 50 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
128

United States Of America
128

Level Four Group's Leadership

J. T.
Chief Executive Officer
Mobile Phone
Email
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
G. B. M.
Chief Of Staff
Mobile Phone
Email
C. M.
Chief Advisor Operations Officer
Mobile Phone
Email
D. B.
Practice Director/Wealth Manager
Mobile Phone
Email
D. F.
Director Of Operations & Underwriting Consultant - Level Four Insurance Agency
Mobile Phone
Email

Level Four Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Human Resources
Accounting
Other
Consultant

Contact profiles from Level Four Group

Name

Title

Contact Info

Location

Last Update

M. B.
Advanced Planning
Mobile Phone
Email
United StatesFlorida
Jan 28, 2026
S. R.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 18, 2025
R. M. D.
Retirement Plans Advisor
Mobile Phone
Email
United StatesGeorgia
Mar 02, 2026
R. M.
Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
R. W. B.
Capital Management Specialist
Mobile Phone
Email
United StatesFlorida
Apr 13, 2026
E. T.
Unknown
Mobile Phone
Email
May 10, 2026
L. G.
New Business Associate
Mobile Phone
Email
United States
Jun 01, 2026
L. T.
Training Consultant
Mobile Phone
Email
United StatesArizona
May 30, 2026
S. D.
Private Wealth Advisor And Level Four Business Solutions Practice Manager
Mobile Phone
Email
United StatesGeorgia
May 18, 2026
B. O.
Advanced Planning And Business Solutions Specialist
Mobile Phone
Email
May 29, 2026

Frequently Asked Questions

What is Level Four Group known for?

Level Four Group operates in the Financial Services industry. The company's main headquarters is located in 12400 Coit Road Suite 700 Dallas, Texas 75251 United States. 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 . 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 154 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

Chief Executive Officer: J. T.
Chief People Officer/Chro: S. T. S.
Chief Information Officer: D. M.
Chief Investment Officer: L. E.
Chief Of Staff: G. B. M.

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Level Four Group Employee Directory

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