Kevin Adkins
Kevin Adkins is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Dallas, TX, with 35 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Criminal
December 1981Other Business ActivitiesSells Insurance
Kevin created Kevin Adkins in 2021 to join a PEO for personal health insurance purposes. He is also an investment advisory representative for Level Four Advisory Services and works a few hours per week for Level Four Insurance.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Pan-American Investment Advisers, INC.
Pan-American Financial AdvisersBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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