Adam Prewett Joins Level Four® Ensemble Practice as 403(b)/457 Lead
Plano, TX (PRWEB) June 09, 2015 -- Level Four® Wealth Management, a nationwide independent advisor group, announces the addition of Adam Prewett to its Plano Ensemble Practice as its 403(b)/457 lead. “Adam is an important addition to our Ensemble Practice of subject matter specialists,” says E. Jake Tomes, Chief Executive Officer of Level Four®.
Prewett will provide fee-based services to clients through the registered investment adviser (RIA) platform of Level Four® Advisory Services. As an independent advisor group, Level Four® Advisory Services provides services to more than 120 independent advisors across the United States.
“It was the opportunity to work in an independent and trusted team environment which led me to select Level Four® as my new RIA. The subject-matter expertise available within Level Four® enables me to work with my clients at an even more sophisticated level. My clients’ needs will continue to grow with their wealth. Our ensemble practice has the knowledge to help me address those needs” says Prewett. “Having LPL as our broker dealer made the choice even easier,” he added.
“I am able to give my clients the many benefits of truly independent financial advice and have access to a broad array of investment products and resources previously unavailable to me,” he noted. “Having the freedom to work closely with my clients, providing tailored financial advice and investment strategies, creates the perfect work environment for me."
About Adam Prewett, CRPC®, CFS®
A graduate of Texas A&M University, Prewett lives in Carrollton , Texas with his wife and two children. About forty percent of Prewett’s current business is in the 403(b) business. He has relationships at Texas A&M, the University of Texas, TWU, University of North Texas, Dallas County Community College, Texas Tech and TCU. Besides his 403(b) expertise, Prewett focuses on retirement planning, insurance and investments.
About Level Four® Wealth Management
Based in Plano, Texas, Level Four® Wealth Management is a comprehensive wealth management firm utilizing an ensemble practice methodology to provide its clients with a higher standard of care. Level Four® also provides extensive business development and operational support to accounting firms and financial professionals seeking to create a holistic financial services offering. Its office of supervisory jurisdiction (OSJ) provides support services to over 120 financial professionals, and its coaching and training services drives its philosophy across its members’ practices. Its SEC-registered investment adviser (RIA), Level Four® Advisory Services, LLC, is an independent, full-service investment management firm providing a broad array of financial services, including retirement planning, tax management, estate planning, risk management, education funding, investment management, employee and executive benefits. Level Four® Advisory Services has partnered with LPL Financial as its broker-dealer in order to maximize the value it can bring to clients, through LPL’s extensive range of tools and services. More information is available at http://www.levelfouradvisors.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets . The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
For additional information, contact:
Sharon J. Baca, CMO
Phone: 866-834-1040
Email: sjbaca(at)levelfouradvisors(dot)com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four® Advisory Services, LLC, a registered investment adviser. Level Four® Advisory Services, LLC and Level Four® Wealth Management are separate entities from LPL Financial.
1. Based on publicly disclosed information as of March 31.
Sharon J. Baca, Level Four Wealth Management, http://www.levelfouradvisors.com, +1 866-834-1040, [email protected]
Share this article