Michael
Cohen
Level Four Advisory Services
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About this Advisor
Michael Cohen is a financial advisor based out of Dallas, Texas who has 2 years of relevant experience. Cohen is currently employed by Level Four Advisory Services. Over the course of their career, Cohen has held roles at Insurance Agent, Level Four Financial, LLC and Level Four Advisory Services. Cohen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Level Four Advisory Services is an advisory business operating out of Dallas, TX. The company has offices in 70 locations and a total of 135 financial advisors. It has $4 billion in assets across its 10,918 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 10,918 accounts, just 9% are held by high-net-worth individuals who have at least $1 million in investable assets. Level Four Advisory Services offers 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. Fees for financial management are based on which services the firm provides the client. Fees billed by Level Four Advisory Services most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Level Four Advisory Services Brokerage Details
$3,723,158,922
135
10,918
$341,011
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
Michael Cohen Work History
Michael has been registered as a financial advisor for 2 years.*
Level Four Advisory Services
Level Four Financial, LLC
Insurance Agent
*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 Michael Cohen 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
Stuart, FL
Dallas, TX
Dallas, TX
Grayslake, IL
Atlanta, GA
Texarkana, AR
Dallas, TX
Baton Rouge, LA
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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