Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tilton Doll is an Investment Advisor Representative associated with Level Four Advisory Services, based in Dallas, Texas. Michael has been in the financial industry since 1983. Michael is licensed in Florida and has held previous registrations with several other firms. Michael specializes in working with individuals, businesses, corporations, charitable organizations, pension plans, and high-net-worth individuals.
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)
FL
02/06/2007 - 03/18/2013
HARBOR FINANCIAL SERVICES, LLC (SARASOTA FL)
FL
02/04/2004 - 02/07/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
NY
08/11/1997 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/31/1993 - 05/12/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
12/01/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/03/1991 - 12/03/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MI
07/16/1991 - 09/09/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
05/08/1990 - 06/12/1990
MERIDIAN ASSOCIATES, INC.
NY
01/22/1988 - 02/05/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/11/1985 - 02/08/1988
E. F. HUTTON & COMPANY INC
NA
07/07/1983 - 03/20/1985
HERZFELD & STERN INC.
NA
04/19/1983 - 06/22/1983
ISFA CORPORATION
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Doll is the right advisor for you? Invested Better is here to help.
