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David Byrnes

Partner, Level Four Group

Direct: 972.284.5466

David serves as the Practice Director – Retirement Plans for Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. 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



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


I am a husband and father. I enjoy cycling and hiked to Everest base camp in 2019.