SA
CFP
SA
CFP

Sean Michael Alford

12 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., 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

Sean is a registered investment advisor with CFO4LIFE Group, LLC, dedicating nearly full-time hours to this role. He is also a registered representative with Ausdal Financial Partners, Inc., spending about 10-20% of his time in this position.

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 8 yrs 11 mos
Ausdal Financial Partners, INC.Broker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Guidestone Advisors
July 2014 - February 2017 · 2 yrs 7 mos
Guidestone Financial ServicesBroker
September 2013 - February 2017 · 3 yrs 5 mos
MML Investors Services, LLCBroker
September 2011 - October 2011 · 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.