Mobile Wealth Management Firm Harbor Financial Services Merges with Level Four Group, a division of Carr, Riggs & Ingram
Mobile, AL – September 21, 2021 – Harbor Financial Services, LLC, a securities broker dealer, registered investment advisor and general insurance agency based out of Mobile with roughly 50 branches located in 20 states, has merged with Level Four Group, LLC a wholly owned subsidiary of Carr, Riggs & Ingram, LLC (CRI) based out of Enterprise, AL. The Harbor team joins more than 1,900 Level Four and CRI professionals currently serving clients across the United States.
Harbor Financial Services has been in Mobile for over 16 years with Marc Whitehead serving as President, CEO and co-owner the majority of that time. A full-service firm offering wealth management and institutional services including financial and estate planning, asset management, retirement plan services, insurance, institutional trading and business consulting. Earlier this year, the firm changed its name from Harbor Financial Services, LLC to Level Four Financial, LLC. Mr. Whitehead is now a partner in Level Four Group and CRI and currently serves as CFO of Level Four Group and President of Level Four Financial.
Level Four Group LLC (LFG) is a holding company for Level Four Financial, a registered broker dealer; Level Four Advisory Services, LLC, a registered investment advisor; Level Four Capital Management, LLC, a registered investment advisor focused on separately managed accounts; Level Four Insurance Agency, an insurance marketing organization (IMO); and The Medicare Store, a company focusing on Medicare insurance. LFG has over 5 billion dollars under control and has registered financial professionals located in over 20 states. LFG has been lead by CEO Edmon Jake Tomes for over 19 years.
CRI is one of the fastest-growing accounting and advisory firms in the nation, now operating in 31 markets across 10 states. Founded in 1997, CRI offers tax services to corporate entities, individuals and trusts with particular industry expertise delivered to healthcare, insurance and construction industry. It offers both traditional and specialized services including auditing, SEC compliance, forensic accounting, business valuation and more. CRI is ranked no. 2 on Business Alabama’s Largest Accounting Firms in Alabama listings, with 108 CPAs in Alabama and 214 employees in the state.
CRI also operates eight portfolio companies — Auditwerx, performing SOC reporting and IT audits; CRI Advanced Analytics, a data analytics firm; CRI Capital Advisors, performing investment banking; CRI Solutions Group, a business consulting firm; CRI TPA Services, a retirement plan administrator; Paywerx, a payroll management company; Level Four Group, a wealth management company; and The Preferred Legacy Trust Co., a trust and estate service company.
More information is available at www.levelfourfinancial.com
Contact – Justine Huddleston, Marketing Director
Phone – 866.834.1040
Email – [email protected]