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).

Current Firm Details
735 Plaza Blvd., Suite 100, Coppell, TX 75019
https://twitter.com/yourcfo4life
By the Numbers
  • Total Assets Under Management
    1,871
    MILLION
  • Total Number of Accounts
    852
    ACCOUNTS
  • Average Account Value
    $2,196,252
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, OK, TN, TX, VA, WA

Financial Advisors at Cfo4life
Showing 11 - 15 of 15 top financial advisors.
11
Tiffani Boskovich, financial advisor Aurora CO
Tiffani D. Boskovich
CRD#: 4897655
Aurora, CO

Tiffani Boskovich (CRD# 4897655) is an Investment Advisor Representative working at Cfo4life in Aurora, CO and has 1 year of experience in the finance industry.

12
Erika Howell, financial advisor Coppell TX
Erika J. Howell
CRD#: 7421525
735 Plaza Blvd., Suite 100, Coppell, TX 75019

Erika Howell (CRD# 7421525) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has 1 year of experience in the finance industry.

13
Leslie King, financial advisor Coppell TX
Leslie V. King
CRD#: 5814131
735 Plaza Blvd., Suite 100, Coppell, TX 75019

Leslie King (CRD# 5814131) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.

14
Chase McMellian, financial advisor Coppell TX
Chase L. McMellian
CRD#: 5946733
735 Plaza Blvd., Suite 100, Coppell, TX 75019

Chase McMellian (CRD# 5946733) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.

15
Kristina Miller, financial advisor Coppell TX
Kristina E. Miller
CRD#: 5024006
735 Plaza Blvd., Suite 100, Coppell, TX 75019

Kristina Miller (CRD# 5024006) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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