Daniel
Hendricks
Level Four Advisory Services
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About this Advisor
Daniel Hendricks is a financial advisor working out of Dallas, Texas. Hendricks is an employee of Level Four Advisory Services. Their career trajectory has included roles at Waddell & Reed, Inc, Pruco Securities LLC, Bb&T Securities, LLC, Verity Investments, Inc, Verity Asset Management, Citigroup, Level Four Financial, LLC and Level Four Advisory Services, LLC. Hendricks maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Level Four Advisory Services is a business based out of Dallas, TX. The company has offices in 70 locations and a total of 135 advisors. It has $4 billion in total assets among its 10,918 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 10,918 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets. Level Four Advisory Services performs a broad array 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Level Four Advisory Services can include 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
Daniel Hendricks Work History
Daniel has been registered as a financial advisor for 0 years.*
Level Four Financial, LLC
Level Four Advisory Services, LLC
Citigroup
Verity Investments, Inc
Verity Asset Management
Bb&T Securities, LLC
Pruco Securities LLC
Waddell & Reed, 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 Daniel Hendricks 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
Dallas, TX
Stuart, FL
Atlanta, GA
Grayslake, IL
Dallas, TX
Dallas, TX
Dallas, TX
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