Wilbur S. Hemby
LEVEL FOUR ADVISORY SERVICES
Dallas, TX 75251
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CRD#: 2565069
Professional summary
Wilbur Spear Hemby JR, CFP®, who also goes by Bill Hemby, Billy Hemby, Wilbur S Hemby, is a registered financial advisor currently at LEVEL FOUR ADVISORY SERVICES located in Dallas, Texas and LEVEL FOUR FINANCIAL, LLC located in Wilson, North Carolina.
Wilbur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Wilbur has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Bill Hemby | Billy Hemby | Wilbur S Hemby
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.LEVEL FOUR INSURANCE SERVICES, LLC, NOT INVESTMENT RELATED, NON-VARIABLE INSURANCE - STARTED 9/15/2015, PROPERTY AND CASUALTY STARTED 01/02/2017. 2.LEVEL FOUR ADVISORY SERVICES, INVESTMENT RELATED, 7868 HIGHWAY 70 WEST, LAGRANGE, NC 28551, REGISTERED INVESTMENT ADVISOR, STARTED 7/27/2015, 60% OF TIME SPENT DURING TRADING HOURS, FEE BASED ASSET MANAGEMENT AND FEE FOR SERVICE. 3. ROTARY CLUB OF KINSTON, NOT INVESTMENT RELATED, 405 E. NEW BERN ROAD, KINSTON, NC, 28504, STARTED 4/1/1997, MEMBER OF ROTARY INTERNATIONAL, 1 HOUR DEVOTED PER MONTH OUTSIDE OF TRADING HOURS, NO CONTROL OVER FUNDS FOR THE ORGANIZATION, COMMUNITY SERVICE ORGANIZATION. 4.PINWHEEL PROPERTIES LLC, (REAL ESTATE RENTAL) 1000 FEMDALE COURT NW, WILSON NC 27893, 1 HOUR PER MONTH / 0 DURING TRADING HOURS. OWNER OF INVESTMENT PROPERTY. STARTED 8/27/2019 5.TRINITY CAPITAL GROUP, LLC, (REAL ESTATE RENTAL), 1000 FEMDALE COURT NW, WILSON NC 27893, 1 HOUR PER MONTH / 0 DURING TRADING HOURS. OWNER OF INVESTMENT PROPERTY. STARTED 8/21/2019 6. AUTHOR, NOT INVESTMENT RELATED, PROVIDES FINANCIAL SERVICES PRACTICE MANAGEMENT CONSULTING, LECTURES. 5 HOURS PER MONTH / 0 DURING TRADING HOURS, STARTED 5/2021. 7. PPC-LA GRANGE PROPERTIES, LLC, 7868 HWY 70 WEST LA GRANGE NC 28551 / INVESTMENT RELATED, UNIT HOLDER IN REAL ESTATE INVESTMENT PROPERTY / 0 HOURS DEVOTED DURING TRADING HOURS / OWN TOGETHER WITH EQUITY PARTNERS OF CARR RIGGS & INGRAM / STARTED 6/2021 8. EAST CAROLINA UNIVERSITY, NOT INVESTMENT RELATED, MANAGEMENT ADVISORY COMMITTEE MEMBER FOR COLLEGE OF BUSINESS, STARTED 10/1/2022, DEVOTES 1 HOUR PER MONTH AFTER BUSINESS HOURS, RESPONSIBILITY TO ADVISE COLLEGE IN ORDER TO ENHANCE BUSINESS SCHOOL PRESENCE IN LOCAL COMMUNITY.
CRS (Client Relationship Summary) - RIA
Click below to view Wilbur Spear Hemby JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
September 8, 2015 - Present
LEVEL FOUR ADVISORY SERVICES
Office #1: 12400 Coit Road Suite 700, Dallas, TX 75251Office #2: 7868 Hwy 70 W, La Grange, NC 28551RIA
CRD#: 134086
Dallas, TX
Current
March 19, 2021 - Present
LEVEL FOUR FINANCIAL, LLC
Office #1: 2301 Airport Boulevard, Wilson, NC 27896Office #2: 2805 N. Park Drive, Goldsboro, NC 27534BD
CRD#: 25700
Wilson, NC
Past
September 11, 2015 - March 31, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
LA GRANGE, NC
Past
June 1, 2005 - September 17, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RALEIGH, NC
Past
June 1, 2005 - September 17, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RALEIGH, NC
Past
December 2, 2003 - June 1, 2005
MONY SECURITIES CORPORATION
RIA
CRD#: 4386
LAGRANGE, NC
Past
December 2, 2003 - June 1, 2005
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
December 31, 2001 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
RIA
CRD#: 24049
GOLDSBORO, NC
Past
January 16, 2001 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
NEW YORK, NY
Past
July 28, 1999 - January 26, 2001
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
March 15, 1996 - August 9, 1999
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
March 28, 1995 - March 14, 1996
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LEVEL FOUR ADVISORY SERVICES
A++ INVESTMENTS, INC. | WORTHY & ASSOCIATES FINANCIAL & ESTATE PLANNING | WALTERS WEALTH MANAGEMENT | WALL STREET FINANCIAL | VIRTUS WEALTH MANAGEMENT | V&E WEALTH MANAGEMENT | TRANSFORM 401(K) | TLC ADVISORY GROUP | TIMBERLINE WEALTH MANAGEMENT | THOMAS PRIVATE WEALTH MANAGEMENT | SUNRISE RETIREMENT & FINANCIAL CONSULTANTS | SUMMIT FINANCIAL ADVISORS | SJF INVESTMENT MANAGEMENT | SILVESTRI ASSET MANAGEMENT | SHERMANINVEST | SANDBAR INVESTMENT MANAGEMENT | SA PIGGUSH FINANCIAL CONSULTANTS | RSM FINANCIAL SOLUTIONS | REGROUP WEALTH, LLC | PINNACLE WEALTH ADVISORS | PIERCE AND GARLAND WEALTH MANAGEMENT | PHILLIPS WEALTH MANAGEMENT | PERSONALIZED SERVICES INSURANCE | PAUL R. MORRIS INTEGRATED STRATEGIES | PARKER FINANCIAL SERVICES | OPUS WEALTH MANAGEMENT GROUP | NORTH POINT FINANCIAL PLANNERS | NEW HORIZONS FINANCIAL CONSULTANTS | NEUBRANDER FINANCIAL SERVICES | MYDIGITALADVISER | MORTON WEALTH MANAGEMENT | MJM WEALTH MANAGEMENT, LLC | MISSION FINANCIAL PLANNING | MISSION FINANCIAL ADVISORY SERVICES | MID-ATLANTIC SECURITIES, A LEVEL FOUR FINANCIAL & LEVEL FOUR ADVISORY SERVICES COMPANY | MARKET SQUARE ADVISORS | MAGNUSON FINANCIAL | MACUDA FINANCIAL GROUP | LION CROWN WEALTH MANAGEMENTL, LLC | LEVEL FOUR WEALTH MANAGEMENT | LEVEL FOUR SPORTS & ENTERTAINMENT | LEVEL FOUR PRIVATE CLIENT, LLC | LEVEL FOUR FINANCIAL | LEVEL FOUR ADVISORY SERVICES, LLC | LEVEL FOUR ADVISORY SERVICES, A DIVISION OF CARR, RIGGS AND INGRAM CAPITAL LLC | LEVEL FOUR ADVISORY SERVICES | LEMOINE WEALTH MANAGEMENT, LLC | LEGACY WEALTH PARTNERS | KIRKLEY INVESTMENT GROUP, LLC | KING TIDE RETIREMENT PARTNERS | KEYSTONE WEALTH MANAGEMENT | KEIBER SENIOR SERVICES | KEIBER RETIREMENT SOLUTIONS | JEFF HARRIS & ASSOCIATES | JACKSON WEALTH MANAGEMENT, LLC | INTELUS WEALTH MANAGEMENT, LLC | INTEGRITY FINANCIAL GROUP | IGNITE FINANCIAL GROUP | HORVATH PLANNING & WEALTH MANAGEMENT, LLC | HLG WEALTH MANAGEMENT, LLC | HARBOR FINANCIAL SERVICES | GRANVILLE FINANCIAL | GORE CAPITAL MANAGEMENT | GOLDEN LEAF ASSET MANAGEMENT | GARRETT WEALTH MANAGEMENT | FRIEDMAN FINANCIAL STRATEGIES | FREEDOM FIRST WEALTH MANAGEMENT | FREEDOM FIRST ADVISORS | FPX | FOUNDATION WEALTH PARTNERS | FINANCIAL SERVICES OF CENTRAL ILLINOIS | FINANCIAL INDEPENDENCE, LLC | FAUBOURG PRIVATE WEALTH, LLC | FAUBOURG PRIVATE WEALTH ADVISORS | FAUBOURG PRIVATE WEALTH - LEMOINE AND ASSOCIATES | ENTIRETY WEALTH SOLUTIONS | ELEVATE WEALTH MANAGEMENT | EFC ADVISORS, LLC | EBERLIN FINANCIAL SERVICES | DF CONSULTANTS | DEVLIN FINANCIAL CONSULTING | DAKOTA FINANCIAL CENTER | CRESCENT CAPITAL MANAGEMENT | COWEN FINANCIAL SERVICES | CORE WEALTH PLANNING | CONSULTING AND INVESTMENT OF PANAMA CITY | CONNECTIONS FINANCIAL ADVISORS | COHEN INVESTMENT MANAGEMENT | CAPITAL FINANCIAL RESOURCES WEALTH MANAGEMENT | BRUNO INVESTMENT MANAGEMENT | BLAKE FINANCIAL, INC. | BERRY FINANCIAL GROUP | ARMOR WEALTH GROUP | ANDERSTON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ACCESS ADVISORS, LLC
CRD#: 134086 / SEC#: 801-66368
RIA
Registered Investment Advisory firm - (3/3/2006 Approved)Arizona
Registered Investment Advisory firm - (3/7/2006 Terminated)California
Registered Investment Advisory firm - (3/8/2006 Terminated)New Jersey
Registered Investment Advisory firm - (3/7/2006 Terminated)New York
Registered Investment Advisory firm - (3/7/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/7/2006 Terminated)Texas
Registered Investment Advisory firm - (3/7/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/1/2021)
RR
California(3/19/2021)
RR
Colorado(3/19/2021)
RR
Connecticut(3/19/2021)
RR
Delaware(3/19/2021)
RR
Florida(3/19/2021)
RR
Georgia(3/19/2021)
RR
Illinois(8/16/2022)
RR
Kentucky(3/19/2021)
RR
Louisiana(3/19/2021)
IAR
Louisiana(2/25/2022)
RR
Michigan(5/6/2025)
RR
Mississippi(5/6/2025)
RR
Missouri(3/19/2021)
RR
Nevada(5/6/2025)
RR
New Hampshire(3/19/2021)
RR
New York(9/6/2024)
IAR
North Carolina(9/8/2015)
RR
North Carolina(3/19/2021)
RR
Ohio(3/19/2021)
RR
Oklahoma(3/19/2021)
RR
Pennsylvania(3/19/2021)
RR
South Carolina(3/19/2021)
RR
Tennessee(5/6/2025)
IAR
Texas(9/8/2015)
RR
Texas(3/19/2021)
RR
Virginia(3/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LEVEL FOUR ADVISORY SERVICES
A++ INVESTMENTS, INC. | WORTHY & ASSOCIATES FINANCIAL & ESTATE PLANNING | WALTERS WEALTH MANAGEMENT | WALL STREET FINANCIAL | VIRTUS WEALTH MANAGEMENT | V&E WEALTH MANAGEMENT | TRANSFORM 401(K) | TLC ADVISORY GROUP | TIMBERLINE WEALTH MANAGEMENT | THOMAS PRIVATE WEALTH MANAGEMENT | SUNRISE RETIREMENT & FINANCIAL CONSULTANTS | SUMMIT FINANCIAL ADVISORS | SJF INVESTMENT MANAGEMENT | SILVESTRI ASSET MANAGEMENT | SHERMANINVEST | SANDBAR INVESTMENT MANAGEMENT | SA PIGGUSH FINANCIAL CONSULTANTS | RSM FINANCIAL SOLUTIONS | REGROUP WEALTH, LLC | PINNACLE WEALTH ADVISORS | PIERCE AND GARLAND WEALTH MANAGEMENT | PHILLIPS WEALTH MANAGEMENT | PERSONALIZED SERVICES INSURANCE | PAUL R. MORRIS INTEGRATED STRATEGIES | PARKER FINANCIAL SERVICES | OPUS WEALTH MANAGEMENT GROUP | NORTH POINT FINANCIAL PLANNERS | NEW HORIZONS FINANCIAL CONSULTANTS | NEUBRANDER FINANCIAL SERVICES | MYDIGITALADVISER | MORTON WEALTH MANAGEMENT | MJM WEALTH MANAGEMENT, LLC | MISSION FINANCIAL PLANNING | MISSION FINANCIAL ADVISORY SERVICES | MID-ATLANTIC SECURITIES, A LEVEL FOUR FINANCIAL & LEVEL FOUR ADVISORY SERVICES COMPANY | MARKET SQUARE ADVISORS | MAGNUSON FINANCIAL | MACUDA FINANCIAL GROUP | LION CROWN WEALTH MANAGEMENTL, LLC | LEVEL FOUR WEALTH MANAGEMENT | LEVEL FOUR SPORTS & ENTERTAINMENT | LEVEL FOUR PRIVATE CLIENT, LLC | LEVEL FOUR FINANCIAL | LEVEL FOUR ADVISORY SERVICES, LLC | LEVEL FOUR ADVISORY SERVICES, A DIVISION OF CARR, RIGGS AND INGRAM CAPITAL LLC | LEVEL FOUR ADVISORY SERVICES | LEMOINE WEALTH MANAGEMENT, LLC | LEGACY WEALTH PARTNERS | KIRKLEY INVESTMENT GROUP, LLC | KING TIDE RETIREMENT PARTNERS | KEYSTONE WEALTH MANAGEMENT | KEIBER SENIOR SERVICES | KEIBER RETIREMENT SOLUTIONS | JEFF HARRIS & ASSOCIATES | JACKSON WEALTH MANAGEMENT, LLC | INTELUS WEALTH MANAGEMENT, LLC | INTEGRITY FINANCIAL GROUP | IGNITE FINANCIAL GROUP | HORVATH PLANNING & WEALTH MANAGEMENT, LLC | HLG WEALTH MANAGEMENT, LLC | HARBOR FINANCIAL SERVICES | GRANVILLE FINANCIAL | GORE CAPITAL MANAGEMENT | GOLDEN LEAF ASSET MANAGEMENT | GARRETT WEALTH MANAGEMENT | FRIEDMAN FINANCIAL STRATEGIES | FREEDOM FIRST WEALTH MANAGEMENT | FREEDOM FIRST ADVISORS | FPX | FOUNDATION WEALTH PARTNERS | FINANCIAL SERVICES OF CENTRAL ILLINOIS | FINANCIAL INDEPENDENCE, LLC | FAUBOURG PRIVATE WEALTH, LLC | FAUBOURG PRIVATE WEALTH ADVISORS | FAUBOURG PRIVATE WEALTH - LEMOINE AND ASSOCIATES | ENTIRETY WEALTH SOLUTIONS | ELEVATE WEALTH MANAGEMENT | EFC ADVISORS, LLC | EBERLIN FINANCIAL SERVICES | DF CONSULTANTS | DEVLIN FINANCIAL CONSULTING | DAKOTA FINANCIAL CENTER | CRESCENT CAPITAL MANAGEMENT | COWEN FINANCIAL SERVICES | CORE WEALTH PLANNING | CONSULTING AND INVESTMENT OF PANAMA CITY | CONNECTIONS FINANCIAL ADVISORS | COHEN INVESTMENT MANAGEMENT | CAPITAL FINANCIAL RESOURCES WEALTH MANAGEMENT | BRUNO INVESTMENT MANAGEMENT | BLAKE FINANCIAL, INC. | BERRY FINANCIAL GROUP | ARMOR WEALTH GROUP | ANDERSTON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ACCESS ADVISORS, LLC
CRD#: 134086 / SEC#: 801-66368
RIA
Registered Investment Advisory firm - (3/3/2006 Approved)Arizona
Registered Investment Advisory firm - (3/7/2006 Terminated)California
Registered Investment Advisory firm - (3/8/2006 Terminated)New Jersey
Registered Investment Advisory firm - (3/7/2006 Terminated)New York
Registered Investment Advisory firm - (3/7/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/7/2006 Terminated)Texas
Registered Investment Advisory firm - (3/7/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12400 Coit Road Suite 700, Dallas, TX 75251
Mailing Address
Phone number
(972) 665-0878
Established
Firm type
Fiscal year end
# of Employees
132
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,510 |
| AUM (Assets Under Management) | $ 5,320,412,049 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2024 | ||
| 06/30/2023 |
Red Flags
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Company Information
LEVEL FOUR ADVISORY SERVICES
CRD#: 134086Dallas, TX 75251TRUST BUT VERIFY
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Contact information
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