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Leslie G
Series 63
St. Cloud, FL
Level Four Advisory Services
Leslie Garrett is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He holds a Series 63 designation and has been with Level Four Advisory Services since 2021, also operating Garrett Wealth Management LLC since 2007. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services using model portfolios and both affiliated and third-party managers.
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