BC
Brian M. Chastain
CFO4LIFE
Coppell, TX 75019
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CRD#: 1556616
BC
Professional summary
Brian Metford Chastain, CFP® is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Brian has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MGMT4Life, LLC; 735 Plaza Blvd. Suite 100, Coppell, Texas 75019. Approximately 160 hours per month. Owner. Non-investment related services. Activity began 2/1/2017. MGMT4Life, LLC has entered into an agreement with the Registrant to provide persons, such as, Mr. Chastain, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of Registrant. 2) INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 2 HOURS PER MONTH; APPROX. 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; NON-INVESTMENT RELATED; APPOINTED WITH VARIOUS LIFE, HEALTH, DISABILITY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. PRODUCTS AND SERVICES OFFERED THROUGH ASH BROKERAGE; COMPENSATION BY COMMISSION. 3) LMBC II, LLC DBA CFO4LIFE II, LLC; COPPELL, TX; TAX PREPARATION SERVICES; Owner; APPROX 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; TAX PREP. SERV., BUSINESS CONSULTINGS, INS. AGENCY FOR VARIOUS INS. CO., LOAN FACILITATION'S. Also, provides educational services to qualified plan participants and other employees. APPROX. 2 HOURS PER MONTH, MEET WITH CLIENTS, MARKETING SERVICES; SALARY. 4) FLY4LIFE, LLC; NON-INVESTMENT RELATED; COPPELL, TX; AIRCRAFT OPERATION; MEMBER; ACTIVITY BEGAN IN FEBRUARY 2022; I DEVOTE APPX 2 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; OWN AND OPERATE AIRCRAFT. 5) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MEMBER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; PERSONAL USE OF LAKE HOUSE PROPERTY. 6) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 09/2012; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Metford Chastain's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
March 27, 2017 - Present
CFO4LIFE
Office #1: 735 Plaza Blvd. Suite 100, Coppell, TX 75019RIA
CRD#: 287600
Coppell, TX
Current
September 17, 2012 - Present
AUSDAL FINANCIAL PARTNERS, INC.
Office #1: 735 Plaza Blvd #100, Coppell, TX 75019Office #2: 5320 Pleasant Run Road, Colleyville, TX 76034RIA
BD
CRD#: 7995
Coppell, TX
Past
March 19, 2009 - March 27, 2017
CFO4LIFE, L.P.
RIA
CRD#: 146904
COPPELL, TX
Past
February 1, 2007 - September 26, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
COPPELL, TX
Past
June 13, 2000 - September 26, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
COPPELL, TX
Past
November 23, 1998 - February 11, 1999
CITISTREET EQUITIES LLC
BD
CRD#: 7447
SOMERSET, NJ
Past
August 5, 1998 - October 2, 1998
FIRST TITAN FINANCIAL CORP.
BD
CRD#: 39657
ARLINGTON, TX
Past
February 15, 1995 - December 31, 1997
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
January 31, 1994 - December 31, 1994
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
November 17, 1986 - March 2, 1992
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CFO4LIFE
CFO4LIFE | CFO4LIFE GROUP, LLC
CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - (2/1/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/7/2022)
RR
Arizona(9/17/2012)
RR
Arkansas(9/17/2012)
RR
California(9/17/2012)
RR
Colorado(9/17/2012)
RR
Delaware(11/28/2023)
RR
Florida(9/17/2012)
RR
Georgia(9/17/2012)
RR
Idaho(10/7/2021)
RR
Illinois(7/1/2025)
RR
Indiana(6/17/2014)
RR
Iowa(1/5/2021)
RR
Louisiana(10/10/2014)
RR
Massachusetts(8/30/2021)
RR
Minnesota(8/20/2014)
RR
Mississippi(1/25/2019)
RR
Missouri(1/16/2018)
RR
Montana(12/20/2016)
RR
Nebraska(10/28/2013)
RR
Nevada(9/17/2012)
RR
New Jersey(9/17/2012)
RR
New York(8/16/2018)
RR
North Carolina(9/26/2012)
RR
Ohio(9/25/2012)
RR
Oklahoma(9/17/2012)
RR
Oregon(9/17/2012)
RR
Pennsylvania(11/17/2017)
RR
South Carolina(1/28/2025)
RR
Tennessee(9/17/2012)
RR
Texas(9/17/2012)
IAR
Texas(3/27/2017)
RR
Virginia(5/10/2017)
RR
Washington(9/18/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CFO4LIFE
CFO4LIFE | CFO4LIFE GROUP, LLC
CRD#: 287600 / SEC#: 801-110095
RIA
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Contact information
Main Address
735 Plaza Blvd. Suite 100, Coppell, TX 75019
Mailing Address
Phone number
(214) 637-9500
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,628 |
| AUM (Assets Under Management) | $ 1,735,509,190 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
