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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 6 years, 2 months Sep 2013 - Present
Lpl Financial, LLC 6 years, 2 months Sep 2013 - Present
Level Four Advisory Services 1 month Sep 2013 - Sep 2013
New England Securities 4 years, 10 months Nov 2008 - Sep 2013

Designations & Memberships

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Articles and Answers

Insights by Joshua Sands

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Answers

Ask a financial questionAsk a question
Yes how can I go about withdraw and close my account? My name is William Perkins?
Call the customer service number on your statements and a representative should be able to guide you through the process. I would suggest consulting with an adviser first, if you have one, before cashing out just in case there are any tax consequences....  (more)
Answered Aug 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      2
    • as of date
      Oct 4, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      2
    • as of date
      Oct 4, 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