TrueAdvisor
TrueAdvisor
BL
BL

Bruce Alan Leffingwell

Level Four Advisory Services
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Level Four Advisory Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K

Location

4004 Summit Blvd NE, #800, Atlanta, GA, 30319

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Level Four Advisory Services
February 2021 - Present · 5 yrs
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.