Stacey
Lavender

Level Four Advisory Services

CRD#4365033
Investment Advisor
in Dallas, TX

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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

Series 66

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

Stacey Lavender Work History

2024 - Present (0 year)

Gar

2021 - Present (3 years)

Dalmore

2021 - Present (3 years)

Level Four Advisory Services

2019 - Present (5 years)

Sequence Financial Specialists LLC

2018 - Present (6 years)

Level Four Financial, LLC

2018 - Present (6 years)

Sllm-Inc/Ccs

2021 - 2021 (< 1 year)

My Wall Street

2021 - 2023 (2 years)

Ftx Capital

2020 - 2022 (2 years)

Greentiger Securities LLC

2020 - 2020 (< 1 year)

Angellist Securities, LLC

2020 - 2021 (1 year)

Peter Elish Investments Securities

2020 - 2022 (2 years)

Palm Tree

2020 - 2021 (1 year)

Benchmark

2020 - 2021 (1 year)

Bw Network Securities LLC

2020 - 2022 (2 years)

Securrency Securities, Inc

2019 - 2023 (4 years)

Cherry Trading LLC

2018 - 2020 (2 years)

Ifp Securities LLC

2018 - 2018 (< 1 year)

Third Party Trade LLC

2014 - 2015 (1 year)

Account Control Technology

2014 - 2015 (1 year)

Nms Capital Securities, LLC

2014 - 2021 (7 years)

Nms Capital Advisors, LLC Dba Hb Securities LLC

2014 - 2018 (4 years)

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

Amanda Mitchum
Nacogdoches, TX
Jeremiah Clarke
Milton, GA
Karen Lessard
Dallas, TX
Rafael Sosa Matos
Dallas, TX
Jeffrey Schlicht
Hopkins, MN
Matthew Estes
Little Rock, AR
Matthew Scherer
Hopkins, MN
Gary Schmidt
Hopkins, MN

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