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Brian Haruo Kurihara

Level Four Advisory Services

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About Brian Haruo Kurihara

Brian Kurihara is an investment advisor representative at Level Four Advisory Services. Brian has been in the financial industry since 1982. Brian is currently registered in Arizona, Arkansas, Colorado, Florida, Hawaii, Nevada, Tennessee, and Washington. Brian's prior employment includes positions at Cantella & Co., Inc., Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., Paine Webber Incorporated, Titan/Value Equities Group, Inc. and Hart-Patterson & Associates, Inc..

Firm Information

Brian Kurihara is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees - portion of assets managed by other advisors

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Brian Kurihara’s Registration & Firm History

HI

12/22/2021 - Present

Level Four Advisory Services (Honolulu HI)

HI

04/19/2002 - 10/29/2019

CANTELLA & CO., INC. (HONOLULU HI)

AZ

01/31/1997 - 05/08/2002

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

03/21/1991 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NJ

03/12/1990 - 03/08/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CA

01/27/1983 - 03/19/1990

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

09/27/1982 - 11/08/1982

HART-PATTERSON & ASSOCIATES, INC.

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Licenses & Designations

BOTH

Issued 05/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/04/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Haruo Kurihara.
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