Terry Thompkins is a CFP-designated registered investment advisor, based in Dallas, TX, with 29 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.
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
Terry is involved with Level Four Wealth Management/Level Four Financial, and Level Four Advisory Services LLC, where he provides investment advisory services, dedicating about half of his time. He also works as a self-employed musician and is involved with Level Four Insurance Services LLC, selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
Harbor Financial Services, LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo AdvisorsBroker
Fidelity Brokerage Services LLCBroker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services 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.