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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Milner Bryan is a financial advisor with Level Four Advisory Services in DALLAS, TX. John has been in the financial industry since 1995. John is registered with the state of Illinois as an Investment Advisor Representative. Previously John worked for RAYMOND JAMES FINANCIAL SERVICES, INC. in CHICAGO, IL and MCDONALD INVESTMENTS INC. in CLEVELAND, OH. John is a Series 7, Series 24, Series 63 and Series 65 licensed professional. John holds a current registration with FINRA, is a registered representative, and is an active Investment Advisor. John offers financial planning, pension consulting, and portfolio management for individuals and businesses.
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
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
IL
08/14/2002 - 04/23/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
OH
04/20/2001 - 08/19/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/12/1995 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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