Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Byrnes is a financial advisor with over 20 years of experience in the industry. David currently works at Level Four Advisory Services. David is licensed to provide investment advice in Louisiana and Texas. David specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. David also provides financial planning, portfolio management, and pension consulting services. David is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
08/05/2008 - Present
Level Four Advisory Services (DALLAS TX)
TX
11/05/2012 - 12/31/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
08/01/2008 - 11/07/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ALEDO TX)
TX
10/02/2003 - 08/07/2008
MUTUAL SERVICE CORPORATION (ALEDO TX)
CA
12/14/2000 - 10/07/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
11/03/1999 - 12/14/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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