Lal Echterhoff is Portfolio Manager with Level Four Advisory Services. As Portfolio Manager, Lal oversees and manages the firm’s Large Cap Value Portfolio. Lal is also a member of the Level Four Advisory Services Investment Committee.
Lal has over 20 years of experience in the finance industry, with more than 10 of those years focused exclusively in investment management. He is a graduate of The University of North Texas School of Business with a Bachelor of Business Administration Degree in Finance. He holds series 7 and 63/65 securities registrations*, and is a Registered Representative and Registered Principal of LPL Financial. He is a CFA Charterholder and member of the CFA Institute.
He, his wife Sally, and their five children reside in Shreveport, La
* Series 7 registration held with LPL Financial and Series 66 registration held with both LPL Financial and Level Four Advisory Services