John Bradford Miller

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

• 09/2002 → 10/2022
  Mid-Atlantic Securities, Inc
  Raleigh, NC
• 01/1995 → Present
  Jack Miller & Company
  Charlottesville, VA
• 10/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 10/2022 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2007-06-25 → 2022-10-31
  Mid-Atlantic Securities, Inc.
  Charlottesville, VA
• 1999-03-08 → 2002-09-17
  Raymond James Financial Services, Inc.
  Charlottesville, VA

Other Businesses

KING TIDE RETIREMENT, BUSINESS IS INVESTMENT RELATED, 656 ELLIS OAK AVENUE, SUTIE 110, CHARLESTON, SC 29412, INSURANCE, PRESIDENT, STARTED IN 1/1995 FOR SALES OF ANNUITIES AND LIFE INSURANCE, SPENDS ABOUT 20 HOURS/MONTH DURING SECURITIES TRADING HOURS, AGENT. LEVEL FOUR ADVISORY SERVICES, AN SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 12400 COIT ROAD, DALLAS TX, INVESTMENT ADVISOR REPRESENTATIVE, STARTED 10/2022, DEVOTE APPROXIMATELY 120 HOURS PER MONTH TO ADVISORY DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-22
• S63 Uniform Securities Agent State Law Examination
  1997-09-18

Other Names

• Jack Miller