Broker Check

Strategic Alliances

Relationships with clients are built on mutual trust, transparency, accountability and admiration. As a fully Independent Financial Services Firm, we are not bound to any investment product or service. We have a professional obligation to act in each client’s best interest.


TD Ameritrade

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

We are also committed to advocating on behalf of advisors and their clients on important issues. We understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.


Level Four

Level Four® represents a group of dedicated and experienced financial services business partners to the accounting and financial advisory professions. It is the passion of Level Four® to provide multi-partner accounting firms, motivated sole practitioners, and traditional financial advisors with the key to unlock their potential in the financial services marketplace. The Level Four® model enables individuals and firms to embrace and achieve the concept of a multi-disciplinary practice. Firms can now excel by providing comprehensive tax, risk management, and financial advisory services to their existing and prospective clients.

At Level Four®, our mission is to build the firm of the future. Level Four® works diligently to bridge the gap between financial advisory practices and independent CPA firms to build value for both parties. By leveraging the time of the CPA and advisor, both entities can generate increased revenue while providing better and more holistic advice to their clients.


DixonWells

Dixon Wells, Inc. is a leading brokerage general agency dedicated to delivering exceptional service to insurance brokers. That focus allows us to quickly and efficiently manage every step in the processing of life, long term care, annuity and disability insurance. As part of an ever-changing industry, we continuously adapt to bring increased value that allows our brokers to spend more of their time developing profitable client relationships.

With locations in Charlotte, Columbia, Birmingham, Nashville and Richmond and over 100 combined years of experience, we are proud to be an agency that allows our brokers to grow, preserve and protect their business.

TD Ameritrade, Level Four, and Dixon Wells are not affiliated with or endorsed by Berry Financial Group or LPL Financial.