Karen Marie Lessard
Investment adviser representative at Level Four Advisory Services
12 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Level Four Advisory Services, LLCOct 2022 to now
- Level Four Financial, LLCOct 2022 to now
- Messick Peacock & AssociatesAug 2021 to Oct 2022
- Raymond James Financial Services Advisors, Inc.Aug 2021 to Oct 2022
- Raymond James Financial Services, Inc.Aug 2021 to Oct 2022
- Purshe Kaplan Sterling InvestmentsApr 2021 to Aug 2021
- Wentworth MsApr 2021 to Aug 2021
- Concorde Asset Management, LLCApr 2018 to Mar 2021
- Concorde Investment Services, LLCApr 2018 to Mar 2021
- Southwest Wealth Advisory Group LLCSep 2014 to Mar 2018
- Woodbury Financial Services, Inc.Sep 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 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
- 4613580
- Firm CRD
- 134086