Michael
Doll

Level Four Advisory Services

CRD#1078230
Investment Advisor
in Dallas, TX

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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

Series 63, Series 65

Years Registered*

2 years

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

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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

Michael Doll Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Level Four Advisory Services

2019 - 2021 (2 years)

Harbor Financial Services, LLC

2013 - 2019 (6 years)

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

Karen Lessard
Dallas, TX
Michael Doll
Dallas, TX
Scott Proctor
Stuart, FL
Christopher Facka
Atlanta, GA
Michael Hickey
Grayslake, IL
Paul Sterzinger
Clearwater, FL
Stacey Lavender
Dallas, TX
Kimberly Miller
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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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.

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