Kerry Geaneas
Kerry Geaneas is a registered investment advisor at Level Four Advisory Services, based in Ormond Beach, FL, with 32 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
Ormond Beach, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2002Customer Dispute
June 2001Customer Dispute
May 2001Customer Dispute
October 2000Customer Dispute
October 2000Other Business ActivitiesSells Insurance
Kerry is an independent insurance agent selling fixed annuities, dedicating a few hours per week to this activity. Kerry also works full-time for Level Four Advisory Services, LLC, an SEC registered investment advisor, and Wall Street Financial Advisors, where Kerry is the sole owner and conducts securities and advisory business.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
A. G. Edwards & Sons, INC.Broker
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.