At Level Four Advisory Services (LFAS), we understand that a one-size-fits-all asset management approach can limit your ability to tailor a plan to your client’s needs. You need programs that allow you to adjust the level of service you provide to match the needs of your clients. Likewise, you need programs that allow you to choose the level of your own involvement in the investment advisory process.

LFAS is a SEC Registered Investment Adviser (RIA). We began operations in 2005 and have over $120 million in assets under management and administration. Our affiliated advisors may become Investment Advisor Representatives of LFAS or have their own Registered Investment Adviser utilize our investment advisory services.

As an advisor with LFAS, you will have a menu of Asset Management Programs designed to give you maximum flexibility in selecting the right program for you and your clients. To get started, or for more information, please call one of our Advisory Services Consultants today.

Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY.

Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY.

Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.