Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Glover is a financial advisor with Level Four Advisory Services, located in Dallas, Texas. James has been in the financial services industry since April 13, 1987. James Glover is registered with the state of North Carolina as an Investment Advisor Representative. James Glover has been a partner in 4001 Barrett Drive LLC, a real estate business for Level Four's office. James also serves as a board member for the Oakwood Cemetery and as the Finance Chair for Christ Church.
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
11/17/2022 - Present
Level Four Advisory Services (DALLAS TX)
NC
04/14/1987 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
IA
Issued 12/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/25/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/05/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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