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Marcus C

Series 66

Dothan, AL

Level Four Advisory Services

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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