Be advised. This firm is no longer registered.

Cfo4life, LP

Cfo4life, LP (CRD# 146904) is a financial advisory firm headquartered in Coppell, TX. They manage $432,818,653 in 765 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, GA, LA, PA, TN, TX

Financial Advisors at Cfo4life, LP
Showing 1 - 2 of 2 top financial advisors.
1
Austin C. Reid
CRD#: 5602191
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
96
Wealthminder
score

Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 8 years of experience in the finance industry.

2
Der C. Hung
CRD#: 5971043
6507 Wilkins Ave., #209, Pittsburgh, PA 15217
89
Wealthminder
score

Der Hung (CRD# 5971043) is an Investment Advisor Representative working at Cfo4life, LP in Pittsburgh, PA and has over 2 years of experience in the finance industry.

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