BC
CFP
BC
CFP

Brian Metford Chastain

34 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
956 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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History

Regulatory History (2)
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Customer Dispute
June 2017
Denied
Customer Dispute
November 2009
Denied
Other Business ActivitiesSells Insurance

Brian is the owner of MGMT4Life, LLC, dedicating nearly full-time hours to management and oversight. He is also an independent insurance agent, appointed with various insurance companies, and spends minimal time on insurance sales.

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 8 yrs 11 mos
Ausdal Financial Partners, INC.Broker
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Cfo4life, L.P.
March 2009 - March 2017 · 8 yrs
LPL Financial LLC
February 2007 - September 2012 · 5 yrs 7 mos
LPL Financial LLCBroker
June 2000 - September 2012 · 12 yrs 3 mos
Copeland Equities, INC.Broker
November 1998 - February 1999 · 3 mos
First Titan Financial CORP.Broker
August 1998 - October 1998 · 2 mos
Wma Securities, INC.Broker
February 1995 - December 1997 · 2 yrs 10 mos
PFS Investments INC.Broker
January 1994 - December 1994 · 11 mos
First American National Securities, INC.Broker
November 1986 - March 1992 · 5 yrs 4 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.