Vannessa Quinn Marley

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

• 08/2016 → 07/2018
  Nylife Securities Llc
  Dallas, TX
• 11/2017 → 12/2020
  Kohl's Department Store
  Wylie, TX
• 07/2018 → 07/2019
  Hd Vest Investment Services
  Irving, TX
• 05/2020 → 08/2021
  Amazon Flex
  Wylie, TX
• 09/2020 → 09/2021
  Lpl Financial, Llc
  Mckinney, TX
• 08/2020 → 09/2021
  American National Bank Of Texas
  Mckinney, TX
• 09/2021 → Present
  Level Four Financial, Llc
  Alabama, TX
• 09/2021 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2020-12-21 → 2021-09-11
  Lpl Financial Llc
  Mckinney, TX

Other Businesses

1. 09/2021 - LEVEL FOUR ADVISORY SERVCIES, LLC, SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, CLIENT SERVICES ASSOCIATE, 100% OF TIME DEVOTED TO THIS ROLE DURING TRADING HOURS. 2. 9/9/2021 - LEVEL FOUR INSURANCE, REGISTERED INSURANCE PROVIDER, INVESTMENT RELATED, PROCESS ACCOUNT DOCUMENTATION FOR THIS ENTITIY AS REQUIRED ON BEHALF OF LFF AND LFAS, TIME VARIES, WILL BE 100% DURING TRADING HOURS. 3. 4/6/2021 - Door Dash - Not Investment Related - Outside/W-2 Employment - Start Date: 3/31/2021 - 30 Hours Per Month/0 Hours During Securities Trading - Deliver food to people. 4. 9/5/2019 - J&V MARLEY REVOCABLE TRUST, NOT INVESTMENT RELATED, I AM TRUSTEE ON BEHALF OF TRUST WHICH BENEFITS MY CHILD IN THE EVENT OF MY PASSING. 5. 9/23/2023 - SHIPT - ONLINE SHOPPING DELIVERY - DEVOTE APPROXIMATELY 16 HOURS PER MONTH TO THIS BUSINESS NOT DURING TRADING HOURS - NOT INVESTMENT RELATED. 6. 06/19/2025 - ROVER, DOG BOARDING, NOT INVESTMENT RELATED, 2910 KATIE CIRCLE, WYLIE, TX 75098, DEVOTE APPROXIMATELY 20 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-17
• S63 Uniform Securities Agent State Law Examination
  2017-07-14

Other Names

• Vannessa Quinn Muir
• Vanessa Quinn Marley
• Vanessa Quinn Muir