Advisor at Level Four Advisory Services
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.
Location
Lindsay, OK 73052
Credentials
Series 63, Series 66
Industry experience
24 years
Todd Parker is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Level Four Advisory Services since 2021 and is also associated with Level Four Financial, LLC since 2015. Outside of advisory work, he is involved in guided hunts with Oklahoma Game Birds LLC and is a member of Flexwork, LLC, a local fitness center. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and more than 13,800 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, third-party manager referrals, and retirement plan advisory services.
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.
108 S. Main Street
Lindsay, OK 73052
Oklahoma · South Dakota · Texas
Level Four Advisory Services
2021 - Present (5 years)
Level Four Financial, LLC
2015 - Present (11 years)
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 63, Series 66
Purcell, OK
Fidelity
Caleb Winslow is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity-related entities since 2016. Outside of advising, he is involved in real estate through ownership and management roles in local investment companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified set of funds and models.
CFP®, Series 66
Lindsay, OK
Edward Jones
Elizabeth Ward is a CFP® professional with six years at Edward Jones and a total of five years in the financial advisory industry. Prior to joining Edward Jones in 2020, she worked at R.D. Williams & Company from 2016 to 2020. Outside of her advisory role, she serves as Vice-President of Ward Field & Land Services, LLC, an oil and gas working interests business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive advisor and branch network, affiliated mutual funds, and fiduciary standards.
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