Suzanne
Durbin
Level Four Advisory Services
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About this Advisor
Suzanne Durbin is a chartered financial consultant working out of Atlanta, Georgia who has 1 year of relevant experience. Durbin currently works for Level Four Advisory Services. Over the course of their career, they have held roles at Gv Atlanta, Inc, Minnesota Life Insurance Company, Securian Financial Services, Inc, Gv Financial Advisors, Inc, Joyn Advisors, Inc, Joyn Atlanta, Inc, Consolidated Planning Corporation, Level Four Financial, LLC, Level Four Advisory Services, LLC, Altera Advisors, LLC, Virtualboard and Consulting. Durbin maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Level Four Advisory Services is a financial advisory firm that has its headquarters in Dallas, TX. The investment advisory business has offices in 70 locations and a total of 135 financial advisors. It handles $4 billion in assets across its 10,918 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 10,918 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets. Level Four Advisory Services offers a diverse range 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 advisory fees usually are based on which services the firm provides the client. However, fee types billed by Level Four Advisory Services can 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
Suzanne Durbin Work History
Suzanne has been registered as a financial advisor for 1 years.*
Level Four Financial, LLC
Level Four Advisory Services, LLC
Virtualboard
Altera Advisors, LLC
Consolidated Planning Corporation
Consulting
Joyn Advisors, Inc
Joyn Atlanta, Inc
Gv Financial Advisors, Inc
Gv Atlanta, Inc
Minnesota Life Insurance Company
Securian Financial Services, Inc
*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 Suzanne Durbin 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
Stuart, FL
Atlanta, GA
Dallas, TX
Dallas, TX
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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