Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmon? Claim Your ProfileEdmon Jacob Tomes is a financial advisor with over 20 years of experience in the industry. Edmon has been registered with the Securities and Exchange Commission since 1999. Edmon is currently an executive officer and Investment Advisor Representative at Level Four Advisory Services and Level Four Capital Management. Edmon has also worked for several other firms including LPL Financial LLC, Lincoln Financial Securities Corporation, Securities America, Inc., National Planning Corporation, and 1st Global Capital Corp. Edmon holds several licenses and certifications including Series 66, Series 24, Series 7 and SIE. Edmon specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and selection of other advisors. Edmon is also a Board Member of Preferred Legacy Trust.
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
07/12/2005 - Present
Level Four Advisory Services (DALLAS TX)
TX
11/05/2012 - 12/17/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
11/15/2007 - 12/04/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
TX
10/28/2002 - 11/21/2007
SECURITIES AMERICA, INC. (PLANO TX)
CA
12/05/2000 - 10/31/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
11/24/1999 - 06/15/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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