EA
EA

Elizabeth Brown Allie

18 Years of Experience
Broker
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth provides tax and business consulting services for LMBC II and works as a notary public for CFO4LIFE, dedicating minimal time to each. She also works as a planning associate for CFO4LIFE Group, LLC (nearly full-time) and as a registered representative for Ausdal Financial Partners, Inc. (about a third of her time).

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 8 yrs 11 mos
Ausdal Financial Partners, INC.Broker
September 2013 - Present · 12 yrs 5 mos
Previous Registrations
Cfo4life, L.P.
June 2014 - March 2017 · 2 yrs 9 mos
LPL Financial LLC
September 2009 - April 2013 · 3 yrs 7 mos
LPL Financial LLCBroker
December 2007 - April 2013 · 5 yrs 4 mos
Wells Fargo Investments, LLCBroker
September 2005 - June 2006 · 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.