Kevin Welch is a registered investment advisor, based in Dallas, TX, with 30 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a Fiduciary Support Specialist/Retirement Plans at Level Four Advisory Services, LLC, dedicating full-time hours. He is also an agent at Level Four Insurance. Additionally, Kevin is the treasurer for his daughters' S Corp business, Sunshine Scout, spending minimal time per month in a non-paid position.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.