Michael
Doll
Level Four Advisory Services
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About this Advisor
Michael Doll is a financial advisor based in Dallas, Texas with 2 years of industry experience. Doll is an advisor for Level Four Advisory Services. During their career, the advisor has held roles at Harbor Financial Services, LLC, Level Four Advisory Services and Longboat Key Financial Group, LLC. Doll holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Level Four Advisory Services is an advisory company headquartered in Dallas, TX. It has offices in 70 locations and a total of 135 employees. It handles $4 billion in total assets among its 10,918 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 10,918 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in investable assets. Level Four Advisory Services performs a number 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. A financial advisor's fee schedules largely depend on the type of services offered. However, fee types charged by Level Four Advisory Services can include any 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
Michael Doll Work History
Michael has been registered as a financial advisor for 2 years.*
Level Four Advisory Services
Harbor Financial Services, LLC
Longboat Key Financial Group, 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 Michael Doll 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
Dallas, TX
Stuart, FL
Grayslake, IL
Atlanta, GA
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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