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Marshall Charles Barclay

Level Four Advisory Services

El Paso, TX

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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-12
  • TX RA
    APPROVED
    Since 2018-11-12

Branch Locations

810 E. Yandell Dr., El Paso, TX 79902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors El Paso TX 06/2006 10/2018
Lincoln National Life El Paso TX 06/2006 10/2018
Lpl Financial, Llc El Paso TX 10/2018 12/2020
Level Four Advisory Services El Paso TX 10/2018 Present
Harbor Financial Services, Llc Mobile AL 01/2021 Present
  • 06/2006 → 10/2018
    Lincoln Financial Advisors
    El Paso, TX
  • 06/2006 → 10/2018
    Lincoln National Life
    El Paso, TX
  • 10/2018 → 12/2020
    El Paso, TX
  • 10/2018 → Present
    El Paso, TX
  • 01/2021 → Present
    Harbor Financial Services, Llc
    Mobile, AL
Previous Registrations
  • 2006-08-29 → 2018-11-02
    Osaic Fa, Inc.
    El Paso, TX
  • 2018-10-26 → 2018-10-26
    El Paso, TX
    Dallas, TX
    El Paso, TX
Other Businesses

1. CASA OF EL PASO, 221 N. KANSAS STREET, ST 1501, EL PASO, TX 79901, BOARD MEMBER, COMMENCEMENT DATE 1/2021, NOT INVESTMENT RELATED. 2 HOURS PER MONTH/1 DURING TRADING HOURS. 2. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, STE 700, DALLAS TX 75251, RIA, WEALTH ADVISORY, START DATE JAN 21, 80 HOURS PER MONTH, 80 DURING TRADING, PROVIDING INVESTMENT ADVISORY SERVICES. 3. LEVEL FOUR INSURANCE AGENCY, NOT INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, INSURANCE MARKETING AND SALES, AGENT, START DATE JAN 2021, 40 HOURS PER MONTH/40 DURING TRADING. 4. MARCAR FINANCIAL SERVICES, DBA, INVESTMENT RELATED, 821 ROSINANTE ROAD, EL PASO, TX 79922, LEGACY LEASE FOR BUSINESS OFFICE, OWNER, START DATE JAN 21,2021 HOURS PER MONTH, 0 DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-28
  • S66 Uniform Combined State Law Examination
    2006-08-28
Designations
Other Names
  • Marshall Barclay Jr

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