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Mary Elizabeth Sargent

Level Four Advisory Services

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About Mary Elizabeth Sargent

Mary Elizabeth Sargent is a registered investment advisor representative with Level Four Advisory Services. Mary Sargent has been in the securities industry since November 2009. Mary Sargent has a Series 66, Series 7 and SIE license. Mary Sargent has worked at multiple firms, including LPL Financial LLC and AXA Advisors, LLC. Mary Sargent is currently registered with the state of Texas and North Carolina.

Firm Information

Mary Sargent 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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Mary Sargent’s Registration & Firm History

NC

01/16/2018 - Present

Level Four Advisory Services (WILSON NC)

NC

09/11/2015 - 03/31/2021

LPL FINANCIAL LLC (LA GRANGE NC)

NC

11/09/2009 - 09/16/2015

AXA ADVISORS, LLC (WILSON NC)

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Licenses & Designations

BOTH

Issued 12/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Elizabeth Sargent.
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