Dallas, TX – June 15, 2020 – Level Four Advisory Services, LLC (Level Four), a portfolio company of Carr, Riggs & Ingram, LCC (CRI) has been named in the 2020 Wealth Magnets Ranking of the Leading CPA firms in Financial Planning by Accounting Today. The report is their 14th annual ranking of CPA firms by assets under management, with submissions from over 150 firms. Read the Report
Level Four Advisory Services delivers the proactive approach to financial advice that today’s market complexity and volatility demand. Level Four believes that a team approach helps ensure our clients receive truly comprehensive advice and solutions. They work alongside their CRI CPAs to supplement their clients wealth management needs. Level Four is changing the way financial advice is delivered to their clients on life’s most important financial decisions.
Data is provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Investment advice is offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser.