AF
AF

Andrew Frank

18 Years of Experience
Broker

Andrew Frank is a registered investment advisor, based in Dallas, TX, with 18 years of industry experience.

Location

12400 Coit Road, Suite 700, Dallas, TX, 75251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is the beneficiary of a farm trust, receives CRP payments as a land owner, and owns commercial office property and tillable farmland that he rents out. He also rents out a residential property short term and devotes about half his time to Level Four Advisory Services, LLC.

Employment History
Current Registrations
Level Four Financial, LLC
May 2023 - Present · 2 yrs 11 mos
Level Four Advisory Services
May 2023 - Present · 2 yrs 11 mos
Level Four Financial, LLCBroker
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
December 2013 - May 2023 · 9 yrs 5 mos
Thrivent Investment Management INC.Broker
August 2007 - May 2023 · 15 yrs 9 mos
State Registrations6 states
AZFLMDMNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Andrew Frank - Financial Advisor | TrueAdvisor