Jason
Inman
Level Four Advisory Services
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About this Advisor
Jason Inman is a financial advisor who works in Baton Rouge, Louisiana with a total of 6 years of relevant experience. Inman is currently employed by Level Four Advisory Services. Throughout their career, Inman has worked at American United Life, Oneamerica Securities, Level Four Advisory Services and Lpl Financial, LLC. Inman maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Louisiana and Texas. Level Four Advisory Services is a registered investment firm that has its headquarters in Dallas, TX. The firm has offices in 70 locations and a total of 135 people on staff. It manages $4 billion in total assets between its 10,918 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 10,918 customer accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets. Level Four Advisory Services has 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 advisory fees typically vary depending on the type of financial services. Fees billed by Level Four Advisory Services likely are comprised of some blend 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
Jason Inman Work History
Jason has been registered as a financial advisor for 6 years.*
Level Four Advisory Services
Lpl Financial, LLC
American United Life
Oneamerica Securities
*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 Jason Inman 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
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Grayslake, IL
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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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