Josh Hampton, CFP®
Business Unit Leader & Wealth Advisor
Josh is the Business Unit Leader for the CRI Dallas office, as well as a Wealth Advisor with Level Four Advisory Services, LLC. His focus since joining the firm in May of 2011 has been financial planning, retirement planning, risk tolerance and asset management with individual clients. In addition, he also works with a few large corporate retirement plans. He is a graduate of the Finance Certificate Program at SMU and is a CERTIFIED FINANCIAL PLANNER ™ professional. Josh holds FINRA Series 7 registration (held with Level Four Financial, LLC) and Series 66 registration (held with both Level Four Financial, LLC and Level Four Advisory Services, LLC) as well as his insurance license.
Josh is married to Sarah and they reside in Dallas, TX.
Education
Bachelor of Science, Finance and Accounting, Auburn University
Masters in Accounting, The University of Texas - Dallas