Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bulot is an investment advisor representative registered with Level Four Advisory Services and Level Four Capital Management. Todd is a licensed investment advisor representative with a Series 65 license obtained in 2014. Todd is a practice director and asset manager for Level Four Capital Management. Todd's background includes experience with BP Wealth Management and 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
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2
TX
04/13/2017 - Present
Level Four Advisory Services (DALLAS TX)
IA
Issued 12/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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