Irwin
Hyman

Level Four Advisory Services

CRD#2785540
Investment Advisor
in Atlanta, GA

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About this Advisor

Irwin Hyman is a financial advisor based in Atlanta, Georgia, working with Level Four Advisory Services. Irwin has previously worked at Kestra Financial Services, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Level Four Advisory Services, LLC. Irwin has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Irwin is part of Level Four Advisory Services, which operates in Atlanta, Georgia. The firm has 70 offices and 132 employees. Level Four Advisory Services manages $5.3 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Level Four Advisory Services includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4004 Summit Blvd Se Suite 125
Atlanta, GA 30319

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$5,320,412,049

GA Average: $3,042,739,679
Total Number of Employees

132

GA Average: 49
Total Number of Accounts

14,510

GA Average: 2,315
Average Account Size

$366,672

GA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Irwin Hyman Work History

2024 - Present (1 year)

Level Four Advisory Services, LLC

2016 - 2024 (8 years)

Kestra Advisory Services, LLC

2000 - 2016 (16 years)

Kestra Financial Services, Inc

2000 - 2024 (24 years)

Kestra Investment Services, LLC

Disclosures

Please visit the SEC profile of Irwin Hyman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Level Four Advisory Services

Thomas Walters
Pinehurst, NC
Charles Shimer
Dallas, TX
Kerry Edwards
Dallas, TX
Daniel Hendricks
Dallas, TX
Cameron Neumann
San Antonio, TX
Crystal Smithers
Lake Oswego, OR
Frank Maldonado
El Paso, TX
Chrystal Badillo
Dallas, TX

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