Unclaimed
Glenn Frederick Verity is a financial advisor registered in Virginia with Level Four Advisory Services, LLC. Glenn has been in the financial industry since December 2013 and holds the Certified Financial Planner designation. Glenn also has a previous employment history with Chesapeake Financial Group, Inc. and Mid-Atlantic Securities, Inc. Level Four Advisory Services, LLC is a registered investment advisor with offices in Williamsburg, Virginia, and Dallas, Texas.
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
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2
VA
08/17/2022 - Present
Level Four Advisory Services (WILLIAMSBURG VA)
Active
Inactive
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