Amanda Lynn Mitchum
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Level Four Advisory Services, LLCApr 2021 to now
- Level Four Financial, LLCNov 2020 to now
- UbankMay 2020 to Feb 2021
- Raymond James Financial Services Advisors, Inc.Aug 2019 to Nov 2020
- Raymond James Financial Services, Inc.Aug 2019 to Nov 2020
- Fsc Securities CorporationMay 2019 to Aug 2019
- Edward JonesNov 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 5384281
- Firm CRD
- 134086