Scott
Proctor
Level Four Advisory Services
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About this Advisor
Scott Proctor is a financial advisor who works out of Stuart, Florida, who has 6 years of relevant experience. Proctor currently works for Level Four Advisory Services. Throughout their career, they have worked at Baltimore Orioles, Morgan Stanley, Morgan Stanley Private Bank, N.A, Level Four Advisory Services, Lpl Financial, LLC and Harbor Financial Services, LLC. Proctor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Level Four Advisory Services is a company operating out of Dallas, TX. The company has offices in 70 locations and a total of 135 financial advisors. It administers $4 billion in assets under management among its 10,918 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 10,918 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a diverse set 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 advisory services typically are based on which services the firm provides the client. Fees charged by Level Four Advisory Services most likely include some combination of 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
Scott Proctor Work History
Scott has been registered as a financial advisor for 6 years.*
Harbor Financial Services, LLC
Level Four Advisory Services
Lpl Financial, LLC
Morgan Stanley Private Bank, N.A
Baltimore Orioles
Morgan Stanley
*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 Scott Proctor 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
Dallas, TX
Grayslake, IL
Dallas, TX
Atlanta, GA
Stuart, FL
Clearwater, FL
Dallas, TX
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.
