Stacey
Lavender
Level Four Advisory Services
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About this Advisor
Stacey Lavender is a financial advisor based in Dallas, Texas, working with Level Four Advisory Services. Stacey has previously held positions at Account Control Technology, Nms Capital Securities, LLC, Nms Capital Advisors, LLC Dba Hb Securities LLC, Nms Capital Asset Management, Inc, Level Four Financial, LLC, Sequence Financial Specialists LLC, Ifp Securities LLC, Cherry Trading LLC, Greentiger Securities LLC, Angellist Securities, LLC, Peter Elish Investments Securities, Palm Tree, Benchmark, Dalmore, My Wall Street, Ftx Capital, Level Four Advisory Services, Gar, Bw Network Securities LLC, Sllm-Inc/Ccs, Third Party Trade LLC, and Securrency Securities, Inc. Stacey has passed the Series 66 regulatory exam and is registered to provide services in Alabama and California. Currently, Stacey 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
Stacey Lavender Work History
Gar
Dalmore
Level Four Advisory Services
Sequence Financial Specialists LLC
Level Four Financial, LLC
Sllm-Inc/Ccs
My Wall Street
Ftx Capital
Greentiger Securities LLC
Angellist Securities, LLC
Peter Elish Investments Securities
Palm Tree
Benchmark
Bw Network Securities LLC
Securrency Securities, Inc
Cherry Trading LLC
Ifp Securities LLC
Third Party Trade LLC
Account Control Technology
Nms Capital Securities, LLC
Nms Capital Advisors, LLC Dba Hb Securities LLC
Nms Capital Asset Management, Inc
Disclosures
Please visit the SEC profile of Stacey Lavender 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
Nacogdoches, TX
Hopkins, MN
Dallas, TX
Hopkins, MN
Dallas, TX
Dallas, TX
Milton, GA
Hopkins, MN
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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