Leslie Edward Garrett

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

• 10/2007 → Present
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2004-11-30 → 2007-10-02
  Raymond James Financial Services, Inc.
  St. Cloud, FL

Other Businesses

GARRETT WEALTH MANAGEMENT LLC; WWW.GARRETTWM.COM, DBA FOR INVESTMENTS; INVESTMENT RELATED, 1321 13TH STREET, ST. CLOUD, FL 34769, INSURANCE MANAGING AGENT; OWNER; START DATE 2007; 160 HRS PER MONTH/ALL HOURS DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-25