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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Level Four Advisory Services 5 years, 7 months Jul 2014 - Present
LPL Financial LLC 6 years, 6 months Aug 2013 - Present
Metlife Securities Inc. 3 years, 7 months Dec 2009 - Jul 2013
Wells Fargo Advisors With Wachovia 4 months Oct 2009 - Feb 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Chase

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 2, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Level Four Advisory Services, LLC

Last updated on Nov. 11, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $272.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Other