David Byrnes
Partner, CRI Advisors, LLC | Practice Director - Retirement Plans & Wealth Advisor, Level Four Group, LLC
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David serves as the Practice Director – Retirement Plans for Level Four®. He works with businesses of all sizes, helping them design and operate efficient and compliant retirement plans by providing single engagement consultations and ongoing fiduciary investment services. David prides himself in the service and advice he’s able to provide, going above and beyond the typical retirement plan engagement when assisting clients and their individual needs.
Years of Experience
26
Education
Oklahoma Christian University, Bachelor’s
Professional Credentials
AIF-Accredited Investment Fiduciary / CPFA-Certified Plan Fiduciary Advisor
General Securities Representative-Series 7
Investment Advisor Representative – Series 65
Investment Company Products/Variable Contracts Limited Representative-Series 6
Life, Accident, and Health and Variable Contracts Insurance Agent
Registered Representative–Level Four Financial
Series 63–Uniform Securities Agent