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Arthur S

ChFC®, Series 63

Shreveport, LA

Level Four Advisory Services

Arthur Smith II is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Harbor Financial Services, LLC, and LPL Financial, LLC. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various wrap-fee programs through both affiliated and unaffiliated sub-advisors.

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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