CFO4LIFE GROUP, LLC of COPPELL, TX is an SEC-registered investment adviser (CRD 287600). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Roseann Higgins | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Kevin Sean Woodard | CHIEF COMPLIANCE OFFICER | — |
| Levi Glenn Mcmellian | CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR | — |
| Brian Metford Chastain | CHIEF INVESTMENT OFFICER; EXECUTIVE DIRECTOR | — |
| Sean Michael Alford | CHIEF INVESTMENT OFFICER | — |
| WOODARD KEVIN SEAN | CHIEF COMPLIANCE OFFICER | — |
| CHASTAIN BRIAN METFORD | CHIEF INVESTMENT OFFICER | — |
| MCMELLIAN LEVI GLENN | CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 214-637-9500 |
| — | — | 1 | 303-886-1331 |
| — | — | 1 | 214-637-9500 |