CFO4LIFE GROUP, LLC

CFO4LIFE
COPPELL, Texas·3 registered advisors·CRD# 287600
SEC# 801-1100952214-637-9500
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CFO4LIFE GROUP, LLC

3 registered advisors
Brian Metford Chastain
COPPELL, Texas
Kevin Sean Woodard
COPPELL, Texas
Levi Glenn Mcmellian
COPPELL, Texas
05

Office Locations

COPPELL, Texas
3 advisors

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Data sourced from SEC Form ADV filings. CFO4LIFE GROUP, LLC (CRD# 287600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.