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Angela Marie Tacco

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
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Location

4200 S. Hulen, Suite 303, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela volunteers as a retirement planning seminar facilitator for AARP and as an instructor at Tarrant County Community College and Texas Christian University, dedicating minimal time to each. Angela also sells fixed insurance for New York Life, but spends no time on this activity.

Employment History
Current Registrations
Level Four Advisory Services
December 2021 - Present · 4 yrs 2 mos
Level Four Financial, LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Level Four Financial, LLC
July 2019 - December 2021 · 2 yrs 5 mos
Edward Jones
January 2011 - July 2019 · 8 yrs 6 mos
Edward JonesBroker
January 2011 - July 2019 · 8 yrs 6 mos
State Registrations9 states
FLGAKSLAMIMOOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Marie Tacco - Financial Advisor | TrueAdvisor