Britt Woods
Investment adviser representative at Level Four Advisory Services
16 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
16 years in the industry.
- Level Four Advisory Services, LLCAug 2026 to now
- Level Four Financial, LLCAug 2026 to now
- PNC Wealth ManagementFeb 2026 to Aug 2026
- Level Four Advisory Services, LLCMar 2025 to Feb 2026
- Level Four Financial, LLCMar 2025 to Feb 2026
- Lone Star National BankJan 2023 to Mar 2025
- Bank of TennesseeMay 2021 to Jan 2023
- LPL Financial LLCJan 2021 to Mar 2025
- Brokers International Financial ServicesJul 2020 to Jan 2021
- Eagle Life Insurance CompanyJun 2020 to Jan 2021
- Cetera Investment Advisers LLCApr 2017 to Apr 2020
- Cetera Investment Services LLCApr 2017 to Apr 2020
- Fifth Third SecuritiesMay 2010 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
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
- 4653884
- Firm CRD
- 134086