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Marc Whitehead, President - LFF, Chief Financial Officer - LFG

A Mobile, Alabama native and Auburn University graduate, Marc Whitehead, has attained many achievements throughout his professional career. A true entrepreneur, Marc owned and established several businesses prior to Harbor Financial Services, LLC in 2004. Over the years, he has had recognized success as a financial advisor, branch manager, broker dealer consulting company and president/co-owner of a venture capital firm. 


Outside of the financial world, he has served and/or supported numerous past and present boards and charities within his community including the Mobile Chamber of Commerce Board of Advisors, Board of Advisors of the Melton Center for Entrepreneurship and Innovation at the University of South Alabama’s Mitchell College of Business, YMCA, Dauphin Way United Methodist Church, Waterfront Rescue Mission, Society of St. Andrew and numerous others. 


Marc currently holds several security and insurance licenses including Series 4, 7, 9, 10, 24, 55, 63, 65, 82, 99, life, and health insurance licenses.  

Email: mwhitehead@levelfourfinancial.com

Phone: 251-650-0840

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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.



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