Edmon Tomes is a registered investment advisor, based in Dallas, TX, with 26 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
Edmon is an executive officer for L4 Advisory Services, LLC and L4 Capital Management, and CEO/Officer of L4 Group. He is also an agent for Level 4 Insurance Group, selling insurance products, and an equity partner/CEO at CRI CPA. Edmon also owns a retail franchise.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Financial, LLCBroker
Level Four Capital Management
Level Four Advisory Services
Previous Registrations
Harbor Financial Services, LLC
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
1st Global Capital CORP.Broker
State Registrations50 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.