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Leah G

Series 65

Wilson, NC

Level Four Advisory Services

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and 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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Randy M

Series 63, Series 66

Wilson, NC

Level Four Advisory Services

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving 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, utilizing model portfolios and both affiliated and third-party sub-advisers.

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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