Brittany
Strickland

Level Four Advisory Services

CRD#6014699
Investment Advisor
in Dallas, TX

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About this Advisor

Brittany Strickland is a financial advisor based in Dallas, Texas, working with Level Four Advisory Services. Brittany has previously held positions at William Nichols, Northwestern Mutual Investment Services LLC, Jacob Carlisle, Christopher Stapleton, Level Four Financial, LLC, and Level Four Advisory Services. Brittany has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Brittany is part of Level Four Advisory Services, which operates out of Dallas, Texas. The firm has 70 offices and 148 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Level Four Advisory Services includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

12400 Coit Road Suite 700
Dallas, TX 75251

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$4,329,749,207

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

148

TX Average: 49
Total Number of Accounts

11,667

TX Average: 2,315
Average Account Size

$371,111

TX 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

Brittany Strickland Work History

2021 - Present (3 years)

Level Four Advisory Services

2016 - Present (8 years)

Level Four Financial, LLC

2014 - 2016 (2 years)

William Nichols

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2012 - 2016 (4 years)

Jacob Carlisle

2012 - 2014 (2 years)

Christopher Stapleton

Disclosures

Please visit the SEC profile of Brittany Strickland 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

Stacey Lavender
Dallas, TX
Matthew Estes
Little Rock, AR
Matthew Scherer
Hopkins, MN
Michael Mckersie
Middleton, WI
Rafael Sosa Matos
Dallas, TX
Alexis Maloy
Dallas, TX
Gary Schmidt
Hopkins, MN
Jeremiah Clarke
Milton, GA

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