Karen
Lessard
Level Four Advisory Services
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About this Advisor
Karen Lessard is a financial advisor based in Dallas, Texas, working with Level Four Advisory Services. Karen has previously held positions at Merrill Lynch, Southwest Wealth Advisory Group LLC, Woodbury Financial Services, Inc, Purshe Kaplan Sterling Investments, Wentworth Ms, Messick Peacock & Associates, Level Four Financial, LLC, Level Four Advisory Services, LLC, Raymond James Financial Services Advisors, Inc, Concorde Investment Services, LLC, Concorde Asset Management, LLC, and Raymond James Financial Services, Inc. Karen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Karen 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
Services Offered
Fee Structure
Office Location
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Level Four Advisory Services Brokerage Details
$4,329,749,207
148
11,667
$371,111
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
Level Four Financial, LLC
Level Four Advisory Services, LLC
Purshe Kaplan Sterling Investments
Wentworth Ms
Messick Peacock & Associates
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Merrill Lynch
Southwest Wealth Advisory Group LLC
Woodbury Financial Services, Inc
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
Middleton, WI
Hopkins, MN
Dallas, TX
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Nacogdoches, TX
Hopkins, MN
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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