Karen
Lessard
Level Four Advisory Services
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About this Advisor
Karen Lessard is a financial advisor who works in Dallas, Texas with 1 year of industry experience. Lessard works at Level Four Advisory Services. During their career, Lessard has held roles at Pes Professional Employment Solutions, Protective Weath Management LLC, Merrill Lynch, Independent Financial Group, Wealth Management LLC, Southwest Wealth Advisory Group LLC, Woodbury Financial Services, Inc, Purshe Kaplan Sterling Investments, Wentworth Ms, Messick Peacock & Associates, Level Four Advisory Services, LLC, Concorde Investment Services, LLC, Concorde Asset Management, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Level Four Financial, LLC. Lessard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Level Four Advisory Services is a financial advisory company operating out of Dallas, TX. The company has offices in 70 locations and a total of 135 advisors. It administers $4 billion in assets under management across its 10,918 accounts, placing it among the largest investment advisory firms in the United States 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 greater than $1 million in assets available to invest. Level Four Advisory Services performs a wide range 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. Fees for financial advisory services largely are based on the type of services offered. Fee types billed by Level Four Advisory Services likely consist 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
Karen Lessard Work History
Karen has been registered as a financial advisor for 1 years.*
Level Four Advisory Services, LLC
Level Four Financial, LLC
Purshe Kaplan Sterling Investments
Wentworth Ms
Messick Peacock & Associates
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Pes Professional Employment Solutions
Merrill Lynch
Southwest Wealth Advisory Group LLC
Woodbury Financial Services, Inc
Protective Weath Management LLC
Independent Financial Group
Wealth Management 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 Karen Lessard 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
Stuart, FL
Atlanta, GA
Grayslake, IL
Dallas, TX
Dallas, TX
Dallas, TX
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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