David
Byrnes

Level Four Advisory Services

CRD#4043630
Investment Advisor
in Dallas, TX

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About this Advisor

David Byrnes is a financial advisor operating out of Dallas, Texas with 15 years of relevant experience. Byrnes is an employee of Level Four Advisory Services. The advisor has gained experience at Lpl Financial LLC, Level Four Advisory Services, LLC and Level Four Financial, LLC. Byrnes has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana and Texas. Level Four Advisory Services is a registered investment company that has its headquarters in Dallas, TX. The firm has offices in 70 locations and a total of 135 people on staff. It oversees $4 billion in assets under management among its 10,918 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 10,918 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets available to invest. Level Four Advisory Services has a diverse range of services, such as 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 management fees largely depend on which service is provided. Fee types charged by Level Four Advisory Services likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 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

12400 Coit Road Suite 700
Dallas, TX 75251

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$3,723,158,922

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

135

TX Average: 49
Total Number of Accounts

10,918

TX Average: 2,315
Average Account Size

$341,011

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

David Byrnes Work History

David has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Level Four Financial, LLC

2012 - Present (12 years)

Level Four Advisory Services, LLC

2012 - 2020 (8 years)

Lpl Financial 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 David Byrnes 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

Michael Hickey
Grayslake, IL
Scott Proctor
Stuart, FL
Michael Doll
Dallas, TX
Karen Lessard
Dallas, TX
Christopher Facka
Atlanta, GA
Daniel Hendricks
Dallas, TX
Gregg Overstake
Dallas, TX
Chrystal Badillo
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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