Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lavern Thompkins II is a financial advisor with over 25 years of experience in the industry. Terry is currently registered with Level Four Advisory Services, and has previously held positions with LPL Financial LLC, Wells Fargo Advisors, and Fidelity Brokerage Services LLC. Terry holds several licenses including Series 6, 7, 31, and 63. He is a Certified Financial Planner and is also a musician, composer, producer, and band director. Terry provides investment advisory services through Level Four Advisory Services.
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
12/06/2016 - Present
Level Four Advisory Services (DALLAS TX)
TX
12/01/2016 - 11/06/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
12/10/2009 - 12/01/2016
WELLS FARGO ADVISORS (FRISCO TX)
TX
12/19/2007 - 11/18/2009
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
03/03/1998 - 12/19/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
02/07/1997 - 02/27/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 01/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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