Cfo4life
Cfo4life (CRD# 287600) is a financial advisory firm headquartered in Coppell, TX. They manage $1,871,206,331 in 852 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,871MILLION
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Total Number of Accounts852ACCOUNTS
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Average Account Value$2,196,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, OK, TN, TX, VA, WA
Tiffani Boskovich (CRD# 4897655) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has 1 year of experience in the finance industry.
Erika Howell (CRD# 7421525) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has 1 year of experience in the finance industry.
Leslie King (CRD# 5814131) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.
Chase McMellian (CRD# 5946733) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.
Kristina Miller (CRD# 5024006) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 3 years of experience in the finance industry.