Lal Ellison Echterhoff
Investment adviser representative at Level Four Capital Management
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Harbor Financial Services, LLCJan 2021 to now
- Level Four Capital ManagementNov 2019 to now
- Level Four Advisory ServicesJun 2013 to now
- LPL Financial LLCJun 2013 to Dec 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Level Four Capital Management
$1.4BAssets managed
3,533Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266369
- Firm CRD
- 304792