Level Four Group

Adviser/team AUM: $1,000,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Plano, TX

Date announced November 13, 2012
Transition date November 13, 2012

Latest Moves to LPL Financial

Adviser(s) Date announced
Jeff Brown, Patrick Ford, Tyler MorrisNovember 05, 2015
Scott D. Schwartz, Andy Schwartz October 14, 2015
Sandra ChoOctober 07, 2015

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.