Bryce Chastain, financial advisor Coppell TX
93 score

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 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.

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Professional Designations
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
Contact Info for Bryce M. Chastain
Phone Number: 214-637-9500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    657
    MILLIONS
  • Total Number of Accounts
    927
    ACCOUNTS
  • Average Account Value
    $708,486
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

AR, CA, GA, LA, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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