Marc S. Whitehead
Partner, CRI Advisors, LLC | Private Client Wealth Advisor, Level Four Group, LLC
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Marc is the Chief Financial Officer for Level Four Group and the President and Private Client Wealth Advisor for Level Four Financial. Marc specializes in problem-solving within the financial industry. His clear-cut advice and ability to simplify complex financial issues have demonstrated great success for him over the years.
Years of Experience
28
Education
Auburn University, Bachelor’s
Professional & Civic Leadership
- Former board member of The Dauphin Island Sea Lab Foundation
- Dauphin Way United Methodist Church financial committee Chair
Professional Credentials
General Securities Principal–Series 24
General Securities Representative–Series 7
Investment Advisor Representative–Series 65
SEI–Securities Industry Essentials
Series 4–Registered Options Principal
Series 9–General Securities Sales Supervisor (options)
Series 55–Equity Trader
Series 63–Uniform Securities Agent