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Brian Metford Chastain

CFO4LIFE GROUP, LLC·COPPELL, Texas
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735 PLAZA BLVD., COPPELL, TX 75019CRD# 1556616Firm CRD# 287600
01

About

Brian Metford Chastain is a registered financial advisor based in COPPELL, Texas, affiliated with CFO4LIFE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CFO4LIFE GROUP, LLC
CFO4LIFE
AUM
$1.9B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at CFO4LIFE GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1556616
Firm CRD# 287600
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in COPPELL
David N Weidman — SUDBURY CAPITAL MANAGEMENT, LLCJohn Scott Johnson — AFFERENT INVESTMENTS, LLCElias Robert Dragon — MAIN STREET RETIREMENT PLANNING, LLCJohn Christian Gesek — OPTIMUS CAPITAL ADVISORS, LLCDayton Robert Judd — SUDBURY CAPITAL MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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