Level Four Group Information
Contact top employees from
Level Four Group
Summary
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and...Show more
Organization Website | levelfourgroup.com |
Social Links |  |
Phone Number | +1-866-834-1040 |
Industries | |
Headquarters Location | 12400 Coit Rd, Dallas, TX, 75251 US |
Employees Size | 200-500 employees |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Level Four Group shows a diverse range of experience levels:
6% have been with the company for less than 1 year15% for 1–2 years12% for 3–4 years12% for 5–7 years18% for 8–10 years38% have over 11 years of service at Level Four GroupEx-employees positions
In Company
In New Company
Contact top employees from
Level Four Group
Michael Xirinachs
Head Trader and Portfolio Operations
James Spoonts
Retirement Income Specialist
Becca Clauer
Advisor Onboarding Manager
Alan Comer
Financial Advisor
Katie Ubben
Executive Assistant
Kimberly Miller
Chief Compliance Officer
Kev Jordan
Senior Contracting Specialist
Brad Wheeler MBA
Wealth Advisor/Bowling Green Business Unit Leader
Aidan Miller
Financial Planning Support Associate
Frances Robinson
Capital Management Specialist
Andrew McKnight
Client Services Associate
Nolan Wirick
Wealth Advisor Intern
Jack Farley
Intern, Private Client Services Team
Mary Sargent
Wealth Advisor
Amy Collins
Client Services Manager/Operations
Jill Zacha
Chief Compliance Officer/Corporate Counsel
Amanda Mitchum
Business Unit Leader | Wealth Advisor
Steven Sample
Chief People Officer/CHRO
Jeremy Bisceglia
Private Wealth Advisor, Business Unit Leader
Stewart Roberson
Financial Advisor
Charlie Rey
Private Wealth Advisor
Josh Hampton
Private Client Wealth Advisor
Bo Woodall
Retirement Plan Specialist
Matthew Craig
Director, Private Client Group
Chrystal Badillo
Branch Manager, Supervisory Compliance Officer
Jeff Jandro
Director of Senior Markets and Simplified Issue Life
Joseph Jones
Marketing Director
Todd Bulot
Practice Director
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FAQ
Level Four Group operates in the Finance industries. More details can be found on the official website: levelfourgroup.com.
The headquarters of Level Four Group are located in Dallas, United States.
You can contact Level Four Group by phone at +1-866-834-1040.
Level Four Group currently employs 200-500 people.
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