BE
CFP
BE
CFP

Brian Joseph Early

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
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Location

98 Cutter Mill Road, Suite 273 South, Great Neck, NY, 11021

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an Investment Advisor Representative at Level Four Advisory Services, LLC, dedicating nearly full-time hours to this role. Brian is also an insurance agent selling life, disability, fixed, and variable insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Level Four Advisory Services
October 2022 - Present · 3 yrs 4 mos
Level Four Financial, LLCBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Mid-Atlantic Securities, INC.
February 2015 - October 2022 · 7 yrs 8 mos
Mid-Atlantic Securities, INC.Broker
August 1997 - October 2022 · 25 yrs 2 mos
Robert Thomas Securities, INCBroker
April 1993 - August 1997 · 4 yrs 4 mos
State Registrations16 states
CACTDEFLMAMDMENCNJNYOHRISCTNVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.