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Christopher Mark Scout

Level Four Advisory Services

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About Christopher Mark Scout

Christopher Scout is a financial advisor with Level Four Advisory Services, LLC, based in JENSEN BEACH, FL. Christopher has been in the financial services industry since 1994. Christopher has a wide range of experience in the financial services industry, including previous roles at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is also a registered Investment Advisor Representative with Level Four Advisory Services, LLC.

Firm Information

Christopher Scout 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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Christopher Scout’s Registration & Firm History

FL

06/21/2024 - Present

Level Four Advisory Services (JENSEN BEACH FL)

GA

09/27/2010 - 06/05/2024

WELLS FARGO CLEARING SERVICES, LLC (DULUTH GA)

CA

05/08/2006 - 09/17/2010

WELLS FARGO INVESTMENTS, LLC (FRESNO CA)

AZ

08/01/2000 - 05/17/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)

NJ

11/16/1993 - 02/18/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 09/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/05/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/30/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Christopher Mark Scout. Review regulatory record here.
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