Pinehurst, NC Olmsted Blvd. Office

Thomas Walters II is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including long tenures at Mid Atlantic Securities, Inc. and Blanchard I Granville. Walters also teaches investment classes at South Piedmont Community College and Guilford Technical Community College. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through appointed sub-advisers.

Thomas Walters III is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Mid-Atlantic Securities, Inc., and Liberty University. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.