Julie Mccombs Blalock

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

• 10/2013 → Present
  Level Four Financial, Llc
  Mobile, AL
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2010-10-08 → 2013-10-11
  Raymond James Financial Services Advisors, Inc
  Salisbury, NC
• 2005-01-03 → 2005-03-10
  Truist Investment Services, Inc.
  Kannapolis, NC
• 2002-09-30 → 2005-01-03
  Ncf Financial Services, Inc.
  Kannapolis, NC
• 2001-05-04 → 2002-09-30
  Invest Financial Corporation
  Kannapolis, NC

Other Businesses

MCCOMBS & CO. NOT INVESTMENT RELATED 2035 OAK FARM ROAD SALISBURY, NC 28146 OWNER START DATE 5/14/2014 35/40 HOURS/0 HOURS DURING TRADING, SUPERVISE AND ENGAGE IN PRODUCTION, PACKAGING, DELIVERY OF PRODUCTS. WHOLESALE PIMENTO CHEESE, COLESLAW, AND OTHER SALADS. JULIE M BLALOCK, FIXED INSURANCE SALES, NOT INVESTMENT RELATED, 1035 OAK FARM ROAD, SALISBURY, NC 28146, 10 HOURS PER MONTH/10 DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-29
• S65 Uniform Investment Adviser Law Examination
  1994-05-06
• S63 Uniform Securities Agent State Law Examination
  1991-08-29

Other Names

• Julie Lynn Mccombs