Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 4 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.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
CRD# 5763812
Summit Financial Group Inc.
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfo4life Group, LLC | Coppell, TX | Mar 2017 - Current | 1 |
| Ausdal Financial Partners | Davenport, IA | Aug 2013 - Current | 4 |
| Cfo4life | Coppell, TX | Aug 2013 - Mar 2017 | 3 |
| Pkf Of Texas | Houston, TX | Jun 2012 - Aug 2013 | 1 |
| Texas A&m | College Station, TX | Apr 2011 - Jun 2012 | 1 |
| Pkf Of Texas | Houston, TX | Feb 2011 - Apr 2011 | < 1 |
| Texas A&m | College Station, TX | Aug 2007 - Feb 2011 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- TX
-
Total Assets Under Management657MILLIONS
-
Total Number of Accounts927ACCOUNTS
-
Average Account Value$708,486
- 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
AR, CA, GA, LA, TN, TX
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