Kevin Scott Welch

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

• 06/1995 → 06/2021
  Fidelity Brokerage Services, Inc.
  Dallas, TX
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2021 → Present
  Level Four Advisory Services, Llc
  Dallas, TX
• 08/2021 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2001-03-20 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Dallas, TX

Other Businesses

1. LEVEL FOUR ADVISORY SERVICES, LLC - INVESTMENT RELATED, STARTED 8/2021, 160 HOURS PER MONTH (FULL TIME) DURING TRADING HOURS, FIDUCIARY SUPPORT SPECIALIST/RETIREMENT PLANS, 12400 COIT ROAD, SUITE 700, DALLAS TEXAS, 75251. 2. LEVEL FOUR INSURANCE - INVESTMENT RELATED, STARTED 8/2021, AGENT, 12400 COIT ROAD, SUITE 700, DALLAS TEXAS, 75251. 3. SUNSHINE SCOUT, S CORP, ENTITITY FOR DAUGHTERS' BUSINESS, HOLD POSITION OF TREASURER FOR THE ENTITY, NON-PAID POSITION, STARTED 9/2022, DEVOTE APPROXIMATELY 1 HOUR PER MONTH DURING MARKET HOURS TO THIS ENTITY

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06
• S63 Uniform Securities Agent State Law Examination
  1995-07-05