• Home
  • Meet Us
  • General Information
  • Brokerage Forms
  • Advisory Forms
  • Compliance
  • Compliance Alerts
  • Reg BI
  • Training & Advertising
  • Service Providers
  • LFCM
  • Insurance
  • Planning Department
  • IT Docs
  • FOFA Podcast
  • Marketing
  • Sign In
  • Create Account
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • My Account

  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Meet Us
  • General Information
  • Brokerage Forms
  • Advisory Forms
  • Compliance
  • Compliance Alerts
  • Reg BI
  • Training & Advertising
  • Service Providers
  • LFCM
  • Insurance
  • Planning Department
  • IT Docs
  • FOFA Podcast
  • Marketing

Account

  • My Account

  • Sign out

  • Sign In
  • My Account

Department Inquiries

Close-up of a person adjusting a rectangular wristwatch on their wrist.

Administration Department

admin@levelfourfinancial.com

Support Cases

advisorsupport@levelfourfinancial.com

Commissions & Payroll Department

commissions@levelfourfinancial.com

Compliance Department

compliance@levelfourfinancial.com 

Licensing & Registration Department

registrations@levelfourfinancial.com 

Marketing

info@levelfourfinancial.com

LFCM Managed Accounts

lfcm@levelfourfinancial.com

Sending Files

New Accounts Department

newaccounts@levelfourfinancial.com 

Paperwork & New Account Documents

NA_Transitions@levelfourfinancial.com 

  • All Raymond James & ICA Related Paperwork 
  • Copy this for LFF & RJ DocuSign Files 

Paperwork & New Account Documents

paperwork@levelfourfinancial.com 

 RIA Only – Forms & Files

  • FPA
  • TD Documents 
  • Fidelity Documents 
  • Copy this for TD DocuSign Files 

401K & Retirement Plan Business

planpaperwork@levelfourfinancial.com 

Insurance New Business

 newbusiness@levelfourfinancial.com 

Copyright © 2025 Level Four Group LLC - All Rights Reserved.


Check the background of your financial professional on FINRA's BrokerCheck. We take protecting you data and privacy very seriously.

As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC.  Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities.  |  Disclosures  |  Representative Email Access



  

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.


Powered by