Level Four Financial (fka Harbor Financial Services) logo

Level Four Financial (fka Harbor Financial Services) Employee Directory

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.

Find Level Four Financial (fka Harbor Financial Services) employees' phone numbers or email addresses

Level Four Financial (fka Harbor Financial Services) Global Highlights

Location
Employees

North America
79

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  • United States Of America
    78
  • Canada
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

Level Four Financial (fka Harbor Financial Services)'s Leadership

  • Stylized image of a person
    A. S.
    Chief Operating Officer
  • Stylized image of a person
    T. B.
    President
  • Stylized image of a person
    T. M.
    Financial Offices Of Peter G. Magnuson, Chfc
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    M. S.
    Vice President
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    D. S.
    Managing Director Of Public Finance
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    B. M.
    Accounting Manager
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    V. P.
    Principal
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    D. B.
    Registered Representative

Level Four Financial (fka Harbor Financial Services) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Real Estate
  • Sales
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Level Four Financial (fka Harbor Financial Services)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M.
    Sales Representative
    Oct 23, 2024
  • Stylized image of a person
    J. B.
    Financial Advisor
    Oct 16, 2024
  • Stylized image of a person
    L. E.
    Principle Agent
    Oct 21, 2024
  • Stylized image of a person
    M. S.
    Financial Advisor
    Oct 21, 2024
  • Stylized image of a person
    R. P.
    Wealth Advisor
    Jul 31, 2024
  • Stylized image of a person
    S. P.
    People Operations Generalist
    Oct 22, 2024

Frequently Asked Questions

What is Level Four Financial (fka Harbor Financial Services) known for?

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Level Four Financial (fka Harbor Financial Services) was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Level Four Financial (fka Harbor Financial Services)'s company overview page for more information.

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

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Level Four Financial (fka Harbor Financial Services) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Four Financial (fka Harbor Financial Services) email formats with LeadIQ.

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

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Level Four Financial (fka Harbor Financial Services) has approximately 51 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Level Four Financial (fka Harbor Financial Services)'s key employees and leadership?

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As of July 2026, Level Four Financial (fka Harbor Financial Services)'s key employees include:

  • Chief Operating Officer: A. S.
  • President: T. B.
  • Financial Offices Of Peter G. Magnuson, Chfc: T. M.
  • Vice President: M. S.
  • Managing Director Of Public Finance: D. S.

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