Marcel Elias Garza
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.5BFirm 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 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, LLCAug 2022 to now
- Not EmployedMay 2022 to Aug 2022
- Texas Tech Health Sciences CenterFeb 2021 to May 2021
- Texas Tech UniversityAug 2020 to May 2022
- New Mexico State UniversityAug 2016 to May 2020
- David Hill Financial, LLCDec 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6553255
- Firm CRD
- 134086