Samuel
Williams

Level Four Advisory Services

CRD#4409918
Investment Advisor
in Dallas, TX

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About this Advisor

Samuel Williams is a financial advisor based in Dallas, Texas, working with Level Four Advisory Services. Samuel has previously held positions at Stifel Nicolaus & Co., Inc, Compass Capital Corporation, Level Four Financial, LLC, and Level Four Advisory Services. Samuel has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Samuel 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$4,329,749,207

TX Average: $3,042,739,679
Total Number of Employees

148

TX Average: 49
Total Number of Accounts

11,667

TX Average: 2,315
Average Account Size

$371,111

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

Samuel Williams Work History

2021 - Present (4 years)

Level Four Advisory Services

2019 - Present (6 years)

Level Four Financial, LLC

2018 - 2019 (1 year)

Compass Capital Corporation

2004 - 2018 (14 years)

Stifel Nicolaus & Co., Inc

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Disclosures

Please visit the SEC profile of Samuel Williams 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

Rafael Sosa Matos
Dallas, TX
Gary Schmidt
Hopkins, MN
Stacey Lavender
Dallas, TX
Amanda Mitchum
Nacogdoches, TX
Jeremiah Clarke
Milton, GA
Matthew Estes
Little Rock, AR
Michael Mckersie
Middleton, WI
Karen Lessard
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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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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