Britt Alan Woods

Level Four Advisory Services

21 Years of Experience

Broker

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

12400 Coit Road, Suite 700, Dallas, TX, 75251

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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.

Employment History

Current Registrations

Level Four Financial, LLCBroker

March 2025 - Present · 11 mos

Level Four Advisory Services

March 2025 - Present · 11 mos

Previous Registrations

LPL Financial LLC

January 2021 - March 2025 · 4 yrs 2 mos

LPL Financial LLCBroker

January 2021 - March 2025 · 4 yrs 2 mos

Brokers Financial

July 2020 - January 2021 · 6 mos

Brokers International Financial Services, LLC.Broker

July 2020 - January 2021 · 6 mos

Cetera Investment Advisers LLC

June 2017 - April 2020 · 2 yrs 10 mos

Cetera Investment Services LLCBroker

April 2017 - April 2020 · 3 yrs

Fifth Third Securities, INC.

May 2010 - April 2017 · 6 yrs 11 mos

Fifth Third Securities, INC.Broker

May 2010 - April 2017 · 6 yrs 11 mos

The Huntington Investment Company

July 2009 - April 2010 · 9 mos

The Huntington Investment CompanyBroker

July 2009 - April 2010 · 9 mos

Natcity Investments, INC.

September 2007 - June 2009 · 1 yr 9 mos

Natcity Investments, INC.Broker

November 2003 - June 2009 · 5 yrs 7 mos

PFS Investments INC.Broker

August 2003 - November 2003 · 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.