CM
CM

Chase Levi Mcmellian

7 Years of Experience
BrokerSells 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
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 ActivitiesSells Insurance

Chase sells insurance products, dedicating minimal time to this activity. He also works full-time as a financial planner for CFO4LIFE Group, LLC and spends about 10-20% of his time as a registered representative with Ausdal Financial Partners, Inc.

Employment History
Current Registrations
Cfo4life
August 2021 - Present · 4 yrs 6 mos
Ausdal Financial Partners, INC.Broker
November 2018 - Present · 7 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.