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Scott Christopher Proctor

Level Four Advisory Services

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About Scott Christopher Proctor

Scott Christopher Proctor is a financial advisor currently registered with Level Four Advisory Services. Scott has been working in the financial industry since February 13, 2014. Prior to joining Level Four Advisory Services, Scott worked for Morgan Stanley and LPL FINANCIAL LLC. Scott holds Series 66, Series 7 and SIE licenses. Scott currently holds active registrations in Texas and Florida.

Firm Information

Scott Proctor 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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Scott Proctor’s Registration & Firm History

FL

08/31/2017 - Present

Level Four Advisory Services (Stuart FL)

FL

09/01/2017 - 12/31/2020

LPL FINANCIAL LLC (STUART FL)

FL

02/14/2014 - 09/05/2017

MORGAN STANLEY (STUART FL)

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Licenses & Designations

BOTH

Issued 06/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Christopher Proctor.
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