Insights

Regional Expansion Company operates nationwide with a concentration from New York to Florida and Colorado, presenting a sales opportunity to expand distribution channels, cross-sell services across branches, and capture advisory and insurance needs in high-activity markets.

Integrated Services As a securities broker-dealer, registered investment advisor, and general insurance agency, Level Four Financial can benefit from bundled offerings, flexible product suites, and platform integrations to streamline client onboarding and increase wallet share.

Tech Modernization Current tech stack includes cloud and web technologies with emphasis on performance and bot management, suggesting opportunities for client experience improvements, data security enhancements, and scalable marketing automation to drive client acquisition.

Growth Momentum Revenue is in the mid six-figure to lower seven-figure range with multiple offices and ongoing talent additions (e.g., recent hire in Atlanta), signaling a ripe window for partner-led growth initiatives, training programs, and channel partnerships.

Market Positioning Competitive landscape includes large incumbents in financial services; focus on mid-market growth potential, advisor onboarding efficiency, and regulatory/compliance readiness to attract and retain financial advisors and independent brokers seeking scale.

Similar companies to Level Four Financial (fka Harbor Financial Services)

Level Four Financial (fka Harbor Financial Services) Tech Stack

Level Four Financial (fka Harbor Financial Services) uses 8 technology products and services including jQuery CDN, MySQL, oEmbed, and more. Explore Level Four Financial (fka Harbor Financial Services)'s tech stack below.

jQuery CDN
Content Delivery Network
MySQL
Database
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
Underscore.js
Javascript Libraries
jQuery UI
Javascript Libraries
PHP
Programming Languages
Cloudflare Bot Management
Security

Media & News

Level Four Financial, LLC hires Alan Leffingwell.
Building the team: Alan Leffingwell joins Level Four Financial in Atlanta, GA
Feb 04, 2021 | www.levelfouradvisors.com

Level Four Financial (fka Harbor Financial Services)'s Email Address Formats

Level Four Financial (fka Harbor Financial Services) uses at least 2 format(s):

Level Four Financial (fka Harbor Financial Services) Email Formats	Example	Percentage
FLast@harborfs.com	JDoe@harborfs.com	91%
FirstLast@harborfs.com	JohnDoe@harborfs.com	5%
LastF@harborfs.com	DoeJ@harborfs.com	2%
FirstL@harborfs.com	JohnD@harborfs.com	2%
FLast@levelfourfinancial.com	JDoe@levelfourfinancial.com	94%
First@levelfourfinancial.com	John@levelfourfinancial.com	6%

Frequently Asked Questions

What is Level Four Financial (fka Harbor Financial Services)'s phone number?

You can contact Level Four Financial (fka Harbor Financial Services)'s main corporate office by phone at

+1-251-650-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Level Four Financial (fka Harbor Financial Services)'s official website and social media links?

Level Four Financial (fka Harbor Financial Services)'s official website is levelfourfinancial.com and has social profiles on LinkedIn.

How much revenue does Level Four Financial (fka Harbor Financial Services) generate?

As of July 2026, Level Four Financial (fka Harbor Financial Services)'s annual revenue is estimated to be $25M - $50M.

What is Level Four Financial (fka Harbor Financial Services)'s SIC code NAICS code?

Level Four Financial (fka Harbor Financial Services)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Level Four Financial (fka Harbor Financial Services) have currently?

As of July 2026, Level Four Financial (fka Harbor Financial Services) has approximately 51 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Operating Officer: A. S.President: T. B.Financial Offices Of Peter G. Magnuson, Chfc: T. M.. Explore Level Four Financial (fka Harbor Financial Services)'s employee directory with LeadIQ.

What industry does Level Four Financial (fka Harbor Financial Services) belong to?

Level Four Financial (fka Harbor Financial Services) operates in the Financial Services industry.

What technology does Level Four Financial (fka Harbor Financial Services) use?

Level Four Financial (fka Harbor Financial Services)'s tech stack includes jQuery CDNMySQLoEmbedjQuery MigrateUnderscore.jsjQuery UIPHPCloudflare Bot Management.

What is Level Four Financial (fka Harbor Financial Services)'s email format?

Level Four Financial (fka Harbor Financial Services)'s email format typically follows the pattern of FLast@harborfs.com. Find more Level Four Financial (fka Harbor Financial Services) email formats with LeadIQ.

When was Level Four Financial (fka Harbor Financial Services) founded?

Level Four Financial (fka Harbor Financial Services) was founded in 2004.

Level Four Financial (fka Harbor Financial Services)

Q: What is Level Four Financial (fka Harbor Financial Services)'s NAICS code?

Level Four Financial (fka Harbor Financial Services)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesAlabama, United States51-200 Employees

Level Four Financial, LLC operates as a securities broker-dealer, a registered investment adviser, and a general insurance agency, serving clients across the United States. It is based in Mobile, Alabama, and holds membership in FINRA and SIPC. 

As of the beginning of 2011, the firm operated more than 50 branches across at least 17 states, with offices concentrated from the New York metropolitan area down to Florida and extending to Colorado. In February 2021, Level Four Financial announced the hire of Alan Leffingwell to its Atlanta, Georgia team as part of ongoing expansion.