Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Dothan, AL 36305
Level Four Advisory Services
Multi-team
Marcus Crews is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Level Four Advisory Services, he worked at Raymond James & Associates and Edward Jones. Outside of his advisory role, he serves as a consultant on forensic aspects of investigative cases for the Covington County Alabama District Attorney’s Office. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and third-party providers, and offers a range of municipal and tax-exempt investment strategies.
Based on Level Four Advisory Services
Based on Level Four Advisory Services
Financial planning services offered for fixed fees (one-time or split payments); Annual consulting services offered for negotiated fixed fees.
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000+: 0.50%
Certain registered representatives earn commissions on securities and insurance products sold through affiliated broker-dealer; commissions are separate from advisory fees.
Financial planning services hourly fees generally not to exceed $300 per hour.
Annual consulting services offered for negotiated fixed fees payable monthly or quarterly.
Account minimum: $40,000 Fee-only: Financial planning services charged hourly up to $300/hour; fixed fees also available; asset management fees negotiable up to 2.50% annually; retirement plan services charged fixed or percentage fees up to 2.50% annually; donor advised funds fees up to 1.0%; sub-advisory fees included in total advisory fees.
Dothan, AL 2 West Main Street
4550 2 West Main Street, Ste 2
Dothan AL 36305
Advisors at this office
1
Alabama
8 years of industry experience
Level Four Advisory Services, LLC
2025 - Present • 1 year
Dallas, TX
Level Four Financial, LLC
2025 - Present • 1 year
Dallas, TX
Raymond James & Associates
2018 - Present • 8 years
Montgomery, AL
Edward Jones
2017 - 2018 • 1 year
St Louis, MO
Houston County Sheriff's Office
2012 - 2017 • 5 years
Dothan, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Dothan, AL
Legacy Wealth Management Group, LLC
Reginald Rhodes is a financial advisor at Legacy Wealth Management Group, LLC with five years of industry experience. He holds a Series 65 designation and has operated his own legal practice since 1993, specializing in elder law and related services. He is the founder and managing member of Alabama Center for Elder Law, LLC, and also leads Asset Protective Services, LLC. Legacy Wealth Management Group provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, tailoring portfolios to client objectives while leveraging the principal’s active legal practice to offer estate, elder-law, and trust-related services through affiliated entities.
Series 65
Dothan, AL
Magnolia Wealth Management LLC
Robert Ryals is a financial advisor at Magnolia Wealth Management LLC, holding a Series 65 designation with four years of industry experience. He previously worked at MidSouth Bank and Troy University. In addition to his advisory role, he provides insurance services through the firm on a limited basis. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored portfolios and manages approximately $158 million in discretionary assets.
Series 63, Series 66
Dothan, AL
Magnolia Wealth Management LLC
Edwin Cox is a financial advisor at Magnolia Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Magnolia Wealth Management since 2018, following prior roles at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, Cox serves as a board member of the Dothan Rescue Mission and teaches seminars on federal employee benefits at a local military base and postal service. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored asset allocations, managing accounts primarily on a discretionary basis.
Series 65
Dothan, AL
CapSouth Wealth Management
Braxton Pettey is a financial advisor at CapSouth Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at TCI Wealth Advisors and the University of Arizona Student Union. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and various organizations. The firm focuses on creating diversified, long-term portfolios tailored to clients' financial backgrounds and risk tolerance, managing approximately $1.0 billion in assets across about 330 clients.
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
Daniel Tew is a CFP®, PFS™, and Series 65 professional with six years of industry experience. He has worked at various Jackson Thornton entities since 2009 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations that include tax, retirement, estate, and insurance matters, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.
Series 66
Dothan, AL
CapSouth Wealth Management
Peter Ramsey is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Home Oil Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified investment approach combining fundamental analysis with both long-term and opportunistic strategies.
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