Michael Tilton Doll

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

• 03/2013 → 09/2019
  Longboat Key Financial Group, Llc
  Longboat Key, FL
• 09/2019 → 12/2021
  Harbor Financial Services, Llc
  Bradenton, FL
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2019-09-16 → 2021-12-21
  Level Four Financial, Llc
  Mobile, AL
  Bradenton, FL
  Dallas, TX
  Milton, GA
• 2013-04-25 → 2019-09-09
  Longboat Key Financial Group, Llc
  Longboat Key, FL
• 2007-02-07 → 2013-03-18
  Level Four Financial, Llc
  Dallas, TX
  Mobile, AL
  Sarasota, FL
• 2004-03-23 → 2007-02-07
  Raymond James Financial Services, Inc.
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 1997-08-15 → 2004-02-03
  Morgan Stanley Dw Inc.
  Venice, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-03
• S63 Uniform Securities Agent State Law Examination
  1983-09-22