Cfo4life
Cfo4life (CRD# 287600) is a financial advisory firm headquartered in Coppell, TX. They manage $1,871,206,331 in 852 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,871MILLION
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Total Number of Accounts852ACCOUNTS
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Average Account Value$2,196,252
- 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
AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, OK, TN, TX, VA, WA
Sean Alford (CRD# 5968697) is an Investment Advisor Representative in Coppell, TX and has over 7 years of experience in the finance industry. Sean Alford 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Allie (CRD# 5020694) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 14 years of experience in the finance industry.
Victoria Areingdale (CRD# 6509799) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 8 years of experience in the finance industry.
Russell Boaz (CRD# 5482950) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 15 years of experience in the finance industry.
Brian Chastain (CRD# 1556616) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 37 years of experience in the finance industry.
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.
Michelle Hahn (CRD# 6852050) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 5 years of experience in the finance industry.
Levi McMellian (CRD# 4516443) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 20 years of experience in the finance industry.
Grantham Akerly (CRD# 7159256) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 4 years of experience in the finance industry.