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Marshall Charles Barclay

Level Four Advisory Services

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About Marshall Charles Barclay

Marshall Barclay is a financial advisor with Level Four Advisory Services. Marshall has been in the industry since July 2006 and has a strong track record of helping clients achieve their financial goals. Marshall holds the Series 7, 24, and 66 licenses. Marshall is also a Certified Financial Planner.

Firm Information

Marshall Barclay 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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Marshall Barclay’s Registration & Firm History

TX

11/12/2018 - Present

Level Four Advisory Services (El Paso TX)

TX

10/26/2018 - 12/31/2020

LPL FINANCIAL LLC (EL PASO TX)

TX

07/25/2006 - 11/02/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (EL PASO TX)

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Licenses & Designations

BOTH

Issued 08/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marshall Charles Barclay.
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