Vannessa Marley is a registered investment advisor, based in Dallas, TX, with 8 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
Vannessa works full-time as a client services associate for Level Four Advisory Services, LLC, and also processes account documentation for Level Four Insurance. She also works part-time for Door Dash, Shipt, and Rover, and is a trustee for a family trust.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Financial, LLC
Level Four Advisory Services
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Hd Vest Investment ServicesBroker
Nylife Securities LLCBroker
Santander Securities LLCBroker
State Registrations1 state
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.