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Michael William Xirinachs

Level Four Advisory Services

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About Michael William Xirinachs

Michael William Xirinachs is a Registered Representative and Investment Advisor Representative with Level Four Advisory Services and Level Four Capital Management, both based in Dallas, Texas. Michael has been in the industry since 2014 and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Michael holds Series 7, Series 63, Series 55, and Series 65 licenses as well as the SIE exam. Michael previously worked for LPL Financial LLC, COWEN EXECUTION SERVICES LLC, and CONVERGEX EXECUTION SOLUTIONS LLC.

Firm Information

Michael Xirinachs 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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Michael Xirinachs’s Registration & Firm History

TX

08/22/2017 - Present

Level Four Advisory Services (DALLAS TX)

TX

10/12/2017 - 12/10/2020

LPL FINANCIAL LLC (DALLAS TX)

CA

01/10/2014 - 07/26/2017

COWEN EXECUTION SERVICES LLC (El Segundo CA)

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Licenses & Designations

IA

Issued 08/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael William Xirinachs.
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