Kimberly
Miller
Level Four Advisory Services
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About this Advisor
Kimberly Miller is a financial advisor based in Dallas, Texas, working with Level Four Advisory Services. Kimberly has previously held positions at Capital One Investing, LLC, Capital One Advisors, LLC, Level Four Advisory Services, LLC, Carr, Riggs & Ingram Capital Advisors, LLC, Level Four Financial, LLC, Hilltop Securities Inc, Kestra Financial, and Kestra Advisory Services, LLC. Kimberly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Kimberly 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
Kimberly Miller Work History
Level Four Advisory Services, LLC
Carr, Riggs & Ingram Capital Advisors, LLC
Level Four Financial, LLC
Kestra Financial
Kestra Advisory Services, LLC
Capital One Investing, LLC
Capital One Advisors, LLC
Hilltop Securities Inc
Disclosures
Please visit the SEC profile of Kimberly Miller 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
Hopkins, MN
Dallas, TX
Dallas, TX
Milton, GA
Dallas, TX
Little Rock, AR
Hopkins, MN
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