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Douglas Richard Quilling

Level Four Financial, LLC

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About Douglas Richard Quilling

Douglas Richard Quilling is a financial advisor with Level Four Financial, LLC. Douglas has been in the industry since 1996. Douglas is registered with the following states: Alabama, Arkansas, Florida, Kentucky, Louisiana, Mississippi, and Wisconsin. Douglas also holds the following licenses: Series 6, Series 7 and Series 63.

Firm Information

Douglas Quilling is currently registered with Level Four Financial, LLC. Level Four Financial, LLC is a Limited Liability Company formed on January 22, 2004, and is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Douglas Quilling’s Registration & Firm History

FL

05/01/2007 - Present

Level Four Financial, LLC (PANAMA CITY FL)

FL

07/05/2006 - 05/02/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (PANAMA CITY FL)

FL

01/11/2001 - 07/21/2006

RAYMOND JAMES & ASSOCIATES, INC. (TALLAHASSEE FL)

FL

07/14/2000 - 01/05/2001

INVESTACORP, INC. (MIAMI FL)

MA

07/31/1996 - 07/25/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 04/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Richard Quilling.
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