Unclaimed Profile

Levi Glenn Mcmellian

CFO4LIFE GROUP, LLC·COPPELL, Texas

SIE, Series 7, Series 63, Series 6519 years registeredCFO4LIFE GROUP, LLC

735 PLAZA BLVD., COPPELL, TX 75019CRD# 4516443Firm CRD# 287600

Profile Verification

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

Identity

Levi Glenn Mcmellian · COPPELL, TX

Registration

CRD #4516443 · CFO4LIFE GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CFO4LIFE

Mar 2017 – present

AUSDAL FINANCIAL PARTNERS, INC.

Dec 2012 – Feb 2018

RICHARDSON, TX

CFO4LIFE, L.P.

Mar 2009 – Mar 2017

COPPELL, TX

LPL FINANCIAL LLC

Jan 2007 – Sep 2012

COPPELL, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 12, 2007

Years registered · 19

Disclosure History

2017Customer Dispute·Denied

1 disclosure event 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 Levi Glenn Mcmellian offer?

Levi Glenn Mcmellian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COPPELL, Texas for a consultation.

What are Levi Glenn Mcmellian's credentials?

Levi Glenn Mcmellian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Levi Glenn Mcmellian located?

Levi Glenn Mcmellian is based in COPPELL, Texas, working with CFO4LIFE GROUP, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.

How does Levi Glenn Mcmellian charge for services?

Levi Glenn Mcmellian'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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