LEVEL FOUR ADVISORY SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 134086). Regulatory assets under management: $6.5B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jill Marie Zacha | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CORPORATE COUNSEL | — |
| Edmon Jacob Tomes | ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| George Brent Morton | CHIEF OPERATING OFFICER | — |
| GLOBENSKY JOSEPH WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; ELECTED MANAGER / CHIEF INVESTMENT OFFICER (+3 more) | — |
| POPE DARRYN DAVID | CHIEF TRAINING OFFICER; ELECTED MANAGER / CHIEF TRAINING OFFICER; MANAGER (+3 more) | — |
| TOMES EDMON JACOB | ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; MANAGER; MEMBER (+2 more) | — |
| OVERSTAKE GREGG DOUGLAS | CHIEF COMPLIANCE OFFICER; DIRECTOR OF SUPERVISION | — |
| GONGWER BRIAN JOSEPH | MEMBER; PARTNER | — |
| ZACHA JILL MARIE | CHIEF COMPLIANCE OFFICER | — |
| MORTON GEORGE BRENT | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| HOUSTON MARYAM ALYCE | ADVISORY SERVICES DIRECTOR; ADVISORY SERVICES MANAGER | — |