Lawrence
Crisp

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.