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Chrystal Yvette Badillo

Level Four Advisory Services

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About Chrystal Yvette Badillo

Chrystal Badillo is a registered representative with Level Four Advisory Services. Chrystal is a seasoned financial professional with over 30 years of experience in the industry. Chrystal has held various roles with leading financial institutions including Raymond James & Associates, Inc., CS First Boston Corporation, and ING BARING (U.S.) Securities, Inc.

Firm Information

Chrystal Badillo 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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Chrystal Badillo’s Registration & Firm History

TX

01/01/2022 - Present

Level Four Advisory Services (DALLAS TX)

TX

03/28/2018 - 04/09/2021

FORESIDE FUND SERVICES, LLC (DALLAS TX)

TX

01/22/2016 - 05/16/2016

HILLTOP SECURITIES INC. (Dallas TX)

TX

11/02/2015 - 01/22/2016

FIRST SOUTHWEST COMPANY, LLC (Dallas TX)

TX

09/17/2012 - 11/21/2014

CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)

NY

10/04/2001 - 04/04/2012

RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)

NJ

11/02/1999 - 10/01/2001

KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)

NY

08/19/1999 - 11/02/1999

TRIMARK SECURITIES, L.P. (PURCHASE NY)

NY

06/11/1998 - 03/02/1999

ROBERT FLEMING INC. (NEW YORK NY)

NY

02/10/1996 - 02/05/1998

ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)

NY

11/23/1993 - 10/04/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NY

06/19/1992 - 12/06/1993

PARIBAS CORPORATION (NEW YORK NY)

NY

03/25/1987 - 06/24/1992

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NA

07/23/1985 - 03/14/1987

WAKO SECURITIES(AMERICA), INC.

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Licenses & Designations

BOTH

Issued 12/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/08/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2013

Series 3 - National Commodity Futures Examination

BC

Issued 12/13/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chrystal Yvette Badillo.
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