Brittany Shea Strickland

Level Four Advisory Services

11 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.

Other Business Activities

Brittany is a finance committee member at Riddles Bend Baptist Church in Rainbow City, AL. She dedicates minimal time to this role, and it is not investment-related.

Employment History

Current Registrations

Level Four Advisory Services

December 2021 - Present · 4 yrs 2 mos

Level Four Financial, LLCBroker

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Level Four Financial, LLC

November 2019 - December 2021 · 2 yrs 1 mo

Northwestern Mutual Investment Services, LLCBroker

October 2014 - April 2016 · 1 yr 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.