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Craig B
Series 63, Series 66
Oklahoma City, OK
Level Four Advisory Services
Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.
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