Karen
Lessard

Level Four Advisory Services

CRD#4613580
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65

Years Registered*

1 year

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Karen Lessard Work History

Karen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Level Four Advisory Services, LLC

2022 - Present (2 years)

Level Four Financial, LLC

2021 - 2021 (< 1 year)

Purshe Kaplan Sterling Investments

2021 - 2021 (< 1 year)

Wentworth Ms

2021 - 2022 (1 year)

Messick Peacock & Associates

2021 - 2022 (1 year)

Raymond James Financial Services, Inc

2021 - 2022 (1 year)

Raymond James Financial Services Advisors, Inc

2018 - 2021 (3 years)

Concorde Investment Services, LLC

2018 - 2021 (3 years)

Concorde Asset Management, LLC

2014 - 2014 (< 1 year)

Pes Professional Employment Solutions

2014 - 2014 (< 1 year)

Merrill Lynch

2014 - 2018 (4 years)

Southwest Wealth Advisory Group LLC

2014 - 2018 (4 years)

Woodbury Financial Services, Inc

2013 - 2013 (< 1 year)

Protective Weath Management LLC

2013 - 2014 (1 year)

Independent Financial Group

2013 - 2014 (1 year)

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

Michael Doll
Dallas, TX
Karen Lessard
Dallas, TX
Michael Hickey
Grayslake, IL
Scott Proctor
Stuart, FL
Christopher Facka
Atlanta, GA
Joshua Hampton
Dallas, TX
Stacey Lavender
Dallas, TX
Gregg Overstake
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started