David Byrnes 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
David is a tax preparer and owner of a tax preparation business, spending minimal time on it. He is also a wealth advisor/practice director at Level Four Advisory Services, LLC, dedicating about half his time, and an agent at Level Four Insurance Agency, spending minimal time. Finally, David is the treasurer of Texoma Youth Camp, a non-profit, spending minimal time.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
Level Four Financial, LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Walnut Street Securities, INC.Broker
PFS Investments 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.