Leah Kathryn Givens-Tarkenton

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → Present
  Level Four Advisory Services
  Dallas, TX
• 08/2017 → 05/2021
  East Carolina University
  Greenville, NC
• 08/2014 → 05/2017
  Ralph L. Fike High School
  Wilson, NC

Other Businesses

Level Four Financial, LLC -New Business Associate affiliate company, located at 2301 Airport Blvd, Wilson, NC 27896, started 5/2021, Investment Related, Registered Broker Dealer, devote approximately 50% of time to this entity during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-16

Other Names

• Leah Kathryn Givens