Unclaimed Profile

Brian Metford Chastain

CFO4LIFE GROUP, LLC·COPPELL, Texas

SIE, Series 6, Series 7, Series 24, Series 63CFP19 years registeredCFO4LIFE GROUP, LLC

735 PLAZA BLVD., COPPELL, TX 75019CRD# 1556616Firm CRD# 287600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Metford Chastain · COPPELL, TX

Registration

CRD #1556616 · CFO4LIFE GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CFO4LIFE

Mar 2017 – present

CFO4LIFE, L.P.

Mar 2009 – Mar 2017

COPPELL, TX

LPL FINANCIAL LLC

Feb 2007 – Sep 2012

COPPELL, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · February 1, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2017Customer Dispute·Denied

2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CFO4LIFE GROUP, LLC

CRD 287600 · SEC 801-110095

AUM

$1.9B

Regulatory assets under management

Employees

852 client accounts

Services offered by CFO4LIFE GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CFO4LIFE GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Metford Chastain offer?

Brian Metford Chastain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COPPELL, Texas for a consultation.

What are Brian Metford Chastain's credentials?

Brian Metford Chastain holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Metford Chastain located?

Brian Metford Chastain is based in COPPELL, Texas, working with CFO4LIFE GROUP, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.

How does Brian Metford Chastain charge for services?

Brian Metford Chastain's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CFO4LIFE GROUP, LLC?

CFO4LIFE GROUP, LLC has approximately 24 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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