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John Lemuel Johnson

Level Four Advisory Services

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About John Lemuel Johnson

John Lemuel Johnson is a financial advisor with over 30 years of experience in the industry. John is currently registered as a registered representative with Level Four Advisory Services, a registered investment advisor. Previously, John was also a registered representative with Raymond James Financial Services, Inc., LinSco/Private Ledger Corp., and Investment Management & Research, Inc. John is a Certified Financial Planner and holds Series 63, Series 7, and Series 24 licenses. John primarily focuses on financial planning for individuals, businesses, and charitable organizations. John also has experience with pension consulting and portfolio management. John currently provides his services at the Dothan and Panama City offices of Level Four Advisory Services.

Firm Information

John Johnson is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees - portion of assets managed by other advisors

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John Johnson’s Registration & Firm History

FL

05/20/2021 - Present

Level Four Advisory Services (Panama City FL)

FL

05/21/2001 - 06/06/2007

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

SC

10/05/1998 - 05/24/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

FL

10/10/1991 - 10/09/1998

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 10/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Lemuel Johnson.
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