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Kimberlee Ann Thomas

Level Four Financial, LLC

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About Kimberlee Ann Thomas

Kimberlee Ann Thomas is a Registered Representative of Level Four Financial, LLC. Kimberlee has been in the industry for 3 years and is actively registered in Florida. Kimberlee has successfully completed the Securities Industry Essentials Examination (SIE) and Operations Professional Examination (Series 99TO).

Firm Information

Kimberlee Thomas is currently registered with Level Four Financial, LLC. Level Four Financial, LLC is a Limited Liability Company formed on January 22, 2004, and is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Kimberlee Thomas’s Registration & Firm History

FL

09/13/2019 - Present

Level Four Financial, LLC (Bradenton FL)

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Licenses & Designations

BC

Issued 09/13/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2019

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberlee Ann Thomas.
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