Ernest
Tannis
Level Four Advisory Services
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About this Advisor
Ernest Tannis is a financial advisor working out of Milton, Georgia who has 2 years of relevant experience. Tannis is an employee of Level Four Advisory Services. Throughout their career, they have worked at Optimus Real Estate Brokers, Morgan Stanley (The Training Associates), Autobizbrokers, Inc, Ifs Securities, Cabot Lodge Securities, LLC, Level Four Financial, LLC, Level Four Advisory Services and Nms Capital Advisors, LLC. Tannis has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Level Four Advisory Services is a firm headquartered in Dallas, TX. The company has offices in 70 locations and a total of 135 employees. It manages $4 billion in total assets between its 10,918 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 10,918 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in investable assets. Level Four Advisory Services has a broad 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. Financial management fee schedules usually vary depending on which services are provided. Fee types billed 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
Ernest Tannis Work History
Ernest has been registered as a financial advisor for 2 years.*
Level Four Advisory Services
Level Four Financial, LLC
Cabot Lodge Securities, LLC
Nms Capital Advisors, LLC
Ifs Securities
Optimus Real Estate Brokers
Autobizbrokers, Inc
Morgan Stanley (The Training Associates)
*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 Ernest Tannis 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
Atlanta, GA
Grayslake, IL
Stuart, FL
Dallas, TX
Dallas, TX
Dallas, TX
New Braunfels, 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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