Marshall Charles Barclay Jr
Investment Adviser Representative at LEVEL FOUR ADVISORY SERVICES
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marshall Charles Barclay has worked in the securities industry since 2006. They have passed the Series 66, 24, and 7 examinations. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
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.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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