Alan Tipton is a registered investment advisor, based in Dallas, TX, with 33 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is an Investment Advisor Representative at Level Four Advisory Services, dedicating most of his time to this role. He also has several other business activities, including passive investment in a restaurant, DBAs for business conducted through Level Four, managing member of a restaurant, an inactive investment entity, and land management with his mother.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Hibernia Investments, L.L.C.Broker
Morgan Keegan & Company, INC.Broker
State Registrations13 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.