Gregory
Williams

Level Four Advisory Services

CRD#2281655
Investment Advisor
in Dallas, TX

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About this Advisor

Gregory Williams is a financial advisor working out of Dallas, Texas who has 2 years of relevant experience. Williams is currently employed by Level Four Advisory Services. Their career trajectory has included roles at Level Four Advisory Services, Harbor Financial Services and Personalized Service Insurance Agency. Williams holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Florida. Level Four Advisory Services is a registered investment firm operating out of Dallas, TX. The company has offices in 70 locations and a total of 135 employees. It handles $4 billion in assets across its 10,918 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 10,918 client accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including 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. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Level Four Advisory Services likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

12400 Coit Road Suite 700
Dallas, TX 75251

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$3,723,158,922

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

135

TX Average: 49
Total Number of Accounts

10,918

TX Average: 2,315
Average Account Size

$341,011

TX Average: $1,314,358

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

Gregory Williams Work History

Gregory has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Level Four Advisory Services

2007 - Present (17 years)

Harbor Financial Services

1985 - Present (39 years)

Personalized Service Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Level Four Advisory Services

Christopher Facka
Atlanta, GA
Scott Proctor
Stuart, FL
Michael Doll
Dallas, TX
Karen Lessard
Dallas, TX
Michael Hickey
Grayslake, IL
Paul Sterzinger
Clearwater, FL
Colleen Narens
Texarkana, AR
Daniel Hendricks
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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