Matthew Craig
from Level Four Advisory Services
Matthew Craig is a financial advisor based in Texas, Dallas, with 14 years of experience. Matthew currently works for Level Four Advisory Services. Matthew maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Matthew Craig works at Level Four Advisory Services
Level Four Advisory Services is a financial advisory firm based in Dallas, Texas. It currently has approximately $3,000,540,593 of assets under management and employs about 135 people. Level Four Advisory Services uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees - portion of assets managed by other advisors.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees - portion of assets managed by other advisors
Office location
12400 Coit Road, Suite 700, Dallas, Texas, 75251
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting