Randy
Moorehead

Level Four Advisory Services

CRD#4401484
Investment Advisor
in Wilson, NC

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About this Advisor

Randy Moorehead is a financial advisor based out of Wilson, North Carolina who has 5 years of relevant experience. Moorehead currently works for Level Four Advisory Services. Their career trajectory has included roles at Axa Advisors, LLC, Signator Investors, Inc, Lpl Financial LLC, Level Four Advisory Services LLC and Level Four Financial, LLC. Moorehead maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in North Carolina. Level Four Advisory Services is a company that has its headquarters in Dallas, TX. It has offices in 70 locations and a total of 135 financial advisors. It administers $4 billion in assets across its 10,918 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 10,918 client accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Level Four Advisory Services provides 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 depend on the type of services provided. However, fee types charged by Level Four Advisory Services most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2301 Airport Blvd
Wilson, NC 27896

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$3,723,158,922

NC Average: $3,042,739,679
Total Number of Employees

135

NC Average: 49
Total Number of Accounts

10,918

NC Average: 2,315
Average Account Size

$341,011

NC Average: $1,314,358

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

Randy Moorehead Work History

Randy has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Level Four Financial, LLC

2018 - Present (6 years)

Level Four Advisory Services LLC

2018 - 2021 (3 years)

Lpl Financial LLC

2015 - 2018 (3 years)

Signator Investors, Inc

2008 - 2015 (7 years)

Axa Advisors, LLC

*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 Randy Moorehead 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

Karen Lessard
Dallas, TX
Michael Doll
Dallas, TX
Christopher Facka
Atlanta, GA
Michael Hickey
Grayslake, IL
Scott Proctor
Stuart, FL
Robert Garza
Dallas, TX
Joshua Hampton
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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