Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglas Brantley is a registered investment advisor representative with Level Four Advisory Services, LLC. William has been in the industry since 2019 and is licensed to provide financial advice in multiple states, including Tennessee, Texas, Arkansas, and California. William holds the Series 66, Series 7TO and the SIE licenses. William has been working for Level Four Advisory Services, LLC since October 2024. Level Four Advisory Services, LLC has a history of serving individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
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
TN
11/01/2024 - Present
Level Four Advisory Services (LEBANON TN)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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