Lawrence
Crisp

Level Four Advisory Services

CRD#4363475
Investment Advisor
in Montgomery, AL

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About this Advisor

Lawrence Crisp is a chartered financial consultant operating in Montgomery, Alabama, who has been in the financial industry for 20 years. Crisp is on the advisory team at Level Four Advisory Services. The advisor has gained experience at Northwestern Mutual Life Insurnace Co, Northwestern Mutual Investment Services, LLC, Guardian Life Insurance Co, Park Avenue Securities LLC, Lpl Financial, LLC and Level Four Advisory Services, LLC. Crisp maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Alabama and Texas. Level Four Advisory Services is a financial advisory business based in Montgomery, Alabama. The investment advisory business has offices in 70 locations and a total of 153 advisors. It manages $3 billion in total assets among its 9,258 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 9,258 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. Level Four Advisory Services provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Level Four Advisory Services can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4256 Lomac St #100
Montgomery, AL 36106

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$2,812,483,913

AL Average: $3,042,739,679
Total Number of Employees

153

AL Average: 49
Total Number of Accounts

9,258

AL Average: 2,315
Average Account Size

$303,790

AL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lawrence Crisp Work History

Lawrence has 20 years of experience.

2018 - Present (3 years)

Lpl Financial, LLC

2018 - Present (3 years)

Level Four Advisory Services, LLC

2014 - 2018 (4 years)

Guardian Life Insurance Co

2014 - 2018 (4 years)

Park Avenue Securities LLC

2012 - 2014 (2 years)

Northwestern Mutual Investment Services, LLC

2001 - 2014 (13 years)

Northwestern Mutual Investment Services, LLC

2000 - 2014 (14 years)

Northwestern Mutual Life Insurnace Co

Disclosures

Lawrence Crisp has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Level Four Advisory Services

Daniel Luber
Lake Forest, IL
Daniel Mckenzie
Dallas, TX
Brandon Juodikis
Manteno, IL
Frank Maldonado
El Paso, TX
John Wills
Naperville, IL
Brian Tarro
Naperville, IL
Scott Proctor
Stuart, FL
Jan Warzecha
Flower Mound, TX

This content was compiled from the SEC and FINRA.

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