Bryce Chastain, financial advisor Coppell TX

Bryce Chastain

CRD Number: 6246923
Current Firm: Cfo4life

Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 10 years of experience in the finance industry. Bryce Chastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kyle Eaton, financial advisor Coppell TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Coppell TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Coppell TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Professional Designations
Company Name Location Dates Years
Cfo4life Group, LLC Coppell, TX Mar 2017 - Current 7
Ausdal Financial Partners Davenport, IA Aug 2013 - Current 10
Cfo4life Coppell, TX Aug 2013 - Mar 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Bryce M. Chastain
Phone Number: 214-637-9500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $2,043,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, OK, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Bryce Chastain and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.