Bryce Chastain, financial advisor Coppell TX
89 score

Bryce Chastain

CRD Number: 6246923
Current Firm: Cfo4life, LP

Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ausdal Financial Partners Davenport, IA Aug 2013 - Current 3
Cfo4life Coppell, TX Aug 2013 - Current 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
Giddeon Learning Center Coppell, TX Sep 2005 - Aug 2007 1
Emt Construction Irving, TX Jun 2006 - Aug 2006 < 1
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
    433
    MILLIONS
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $565,776
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, PA, TN, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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