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Bruce Alan Leffingwell

Level Four Advisory Services

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About Bruce Alan Leffingwell

Bruce Alan Leffingwell is an Investment Advisor Representative with Level Four Advisory Services. Bruce has been in the industry since 1994, with experience at Invesco Funds Group, Inc. Bruce holds the Series 6, 63, and 65 licenses and is registered in Georgia. Bruce specializes in working with corporations and individuals to create and manage investment strategies to help reach their financial goals. Bruce is a specialist in Retirement planning, College Savings and Estate Planning.

Firm Information

Bruce Leffingwell 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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Bruce Leffingwell’s Registration & Firm History

GA

02/04/2021 - Present

Level Four Advisory Services (Atlanta GA)

TX

02/07/1994 - 02/27/1996

INVESCO FUNDS GROUP, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Alan Leffingwell.
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