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Chrystal Yvette Badillo

Investment Adviser Representative at LEVEL FOUR ADVISORY SERVICES

Dallas, TXCRD #1385685Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
States Registered
1 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chrystal Yvette Badillo has worked in the securities industry since 1990. They have passed the Series 66, 63, 57, 55, 53, 52, 24, 7, and 3 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/30/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 8/23/1985
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 4/1/2013
Series 55
Limited Representative-Equity Trader Exam
Passed 12/13/1999
Series 7
General Securities Representative Examination
Passed 7/20/1985
Series 53
Municipal Securities Principal Examination
Passed 4/30/2016
Series 24
General Securities Principal Examination
Passed 6/8/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $40,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Level FOUR Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEVEL FOUR ADVISORY SERVICESCurrent
1/1/2022Dallas, TX
LEVEL FOUR FINANCIAL, LLCCurrent
6/2/2021Dallas, TX
FORESIDE FUND SERVICES, LLC
3/28/20184/9/2021Dallas, TX
HILLTOP SECURITIES INC.
1/22/20165/16/2016Dallas, TX
FIRST SOUTHWEST COMPANY, LLC
11/2/20151/22/2016Dallas, TX
CAPITAL INSTITUTIONAL SERVICES, INC.
9/17/201211/21/2014Dallas, TX
RAYMOND JAMES & ASSOCIATES, INC.
10/4/20014/4/2012New York, NY
KNIGHT SECURITIES, L.P.
11/2/199910/1/2001Jersey City, NJ
TRIMARK SECURITIES, L.P.
8/19/199911/2/1999Purchase, NY
ROBERT FLEMING INC.
6/11/19983/2/1999New York, NY
ING BARING (U.S.) SECURITIES, INC.
2/10/19962/5/1998New York, NY
CS FIRST BOSTON CORPORATION
11/23/199310/4/1995New York, NY
PARIBAS CORPORATION
6/19/199212/6/1993New York, NY
CS FIRST BOSTON CORPORATION
3/25/19876/24/1992New York, NY
WAKO SECURITIES(AMERICA), INC.
7/23/19853/14/1987

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chrystal Yvette Badillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Chrystal Yvette Badillo - Financial Advisor in Dallas, TX | AdvisorFinder