LM
Levi G. Mcmellian
CFO4LIFE
Coppell, TX 75019
Some features on this profile are disabled
CRD#: 4516443
LM
Professional summary
Levi Glenn Mcmellian, AIF®, who also goes by Levi Glenn Mc Mellian, is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas.
Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Levi has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Levi Glenn Mc Mellian
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; Coppell, Texas. 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 Levi McMellian, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of the Registrant. 2.) INDEPENDENT INSURANCE AGENT; TX; INSURANCE SALES; AGENT; APPROX 5-10 HOURS PER MONTH, ALL DURING TRADING HOURS; INVESTMENT RELATED; AGENT - LICENSED AGENT, APPOINTED WITH VARIOUS LIFE, HEALTH, AND DISABILITY INSURANCE COMPANIES. RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS; COMPENSATION BY COMMISSION. 3.) LMBC II, L.L.C. D/B/A CFO4LIFE II, L.L.C. 735 PLAZA BLVD., SUITE 100 COPPELL, TX; INSURANCE SALES, Tax preparation, business consulting; APPX. 80 ARE hours DEVOTED TO THIS BUSINESS EACH MONTH OF WHICH 50 ARE DURING TRADING HOURS. NOT INVESTMENT RELATED;GENERAL LINES AGENCY INCLUDING EQUITY INDEXED ANNUITIES; COMPENSATION IS COMMISSION. THIS ORGANIZATION IS NOT A CLIENT OF THE FIRM. Also, through this entity provide Tax Preparation services, business consulting and agency for various insurance companies and loan facilitations. Also, provides educational services to qualified plan participants and other employees. 4.)LKCBSS,LLC; INVESTMENT RELATED; FLOWER MOUND, TX; REAL ESTATE; OWNER; ACTIVITY BEGAN 07/2015; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; MAINTENANCE OF PROPERTY. 5.)MC4,LLC; NOT INVESTMENT RELATED; COPPELL,TX; FITNESS CENTER; OWNER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; OWNER OF FITNESS CENTER. 6.) MX2 FITNESS, LLC; NOT INVESTMENT RELATED; COPPELL, TX; FITNESS STUDIO; MEMBER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR DURING TRADING HOURS TO THIS ACTIVITY; OWNER OF ANYTIME FITNESS FACILITY. 7.) SEWELL USELTON INSURANCE AGENCY. NOCONA, TX. AGENT. START DATE 4-2021. SPENDS APPROXIMATELY 5% OF TIME ON INSURANCE ACTIVITIES. 8.) 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. 9.) Protect4LIFE, LLC; investment-related. Coppell, TX 75019. The nature of the business is insurance sales. Position: Owner. Start date: 08/2022. Approximate number of hours/month devoted to other business: 10 hrs. Duties: Selling life insurance. 10.) CABO NATION, LLC; NON-INVESTMENT RELATED; CABO SAN LUCAS, MEXICO; REAL ESTATE/RENTAL; OWNER; ACTIVITY BEGAN JUNE 2023; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; OWNER/RENTER OF HOME. 11.) MC4LIFE, LLC; NON-INVESTMENT RELATED; COPPELL, TX; RENTAL PROPERTIES; MEMBER; ACTIVITY BEGAN JULY 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT COLLECTION AND MAINTENACE. 12.) BLK2023 INVESTMENTS LLC; INVESTMENT RELATED; COPPELL, TX; REAL ESTATE INVESTMENTS; MEMBER; ACTIVITY BEGAN AUGUST 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT & MAINTENCE. 13.) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MANAGER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; MANAGE PERSONAL PROPERTY. 14.) RED RIVER NATION, LLC; INVESTMENT RELATED; RED RIVER, NM; REAL ESTATE DEVELOPMENT&RENTAL PROPERTY; BEGAN JULY 2024; MANAGER/MEMBER; I DEVOTE 1 HOUR TO THIS ACTIVITY DURING TRADING HOURS; MANAGE FUTURE RENTALS. 15.) CABO NATION DIAMANTE,LLC; INVESTMENT RELATED; COPPELL, TX;RE RENTAL; MANAGING MEMBER; BEGAN 09/24; I DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS;RENT COLLECTION & MAINTENANCE 16.) MC4LIFE, LLC; NOT INVESTMENT RELATED; DALLAS TEXAS; INVESTMENT REAL ESTATE (OWNS 25%)
CRS (Client Relationship Summary) - RIA
Click below to view Levi Glenn Mcmellian'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®
Experience
Current
March 21, 2017 - Present
CFO4LIFE
Office #1: 735 Plaza Blvd. Suite 100, Coppell, TX 75019RIA
CRD#: 287600
Coppell, TX
Current
September 14, 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
December 21, 2012 - February 23, 2018
AUSDAL FINANCIAL PARTNERS, INC.
RIA
CRD#: 7995
RICHARDSON, TX
Past
March 18, 2009 - March 21, 2017
CFO4LIFE, L.P.
RIA
CRD#: 146904
COPPELL, TX
Past
January 12, 2007 - September 26, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
COPPELL, TX
Past
October 29, 2002 - September 26, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
COPPELL, TX
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(9/14/2012)
RR
Arkansas(9/14/2012)
RR
California(9/14/2012)
RR
Colorado(9/14/2012)
RR
Delaware(11/28/2023)
RR
Florida(9/14/2012)
RR
Georgia(9/14/2012)
RR
Idaho(10/7/2021)
RR
Illinois(7/1/2025)
RR
Indiana(5/14/2014)
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(12/22/2017)
RR
Montana(12/20/2016)
RR
Nebraska(10/28/2013)
RR
Nevada(9/14/2012)
RR
New Jersey(9/14/2012)
RR
New York(8/16/2018)
RR
North Carolina(9/26/2012)
RR
Ohio(9/17/2012)
RR
Oklahoma(9/14/2012)
RR
Oregon(9/14/2012)
RR
Pennsylvania(11/17/2017)
RR
South Carolina(1/28/2025)
RR
Tennessee(9/14/2012)
RR
Texas(9/14/2012)
IAR
Texas(3/21/2017)
RR
Virginia(5/10/2017)
RR
Washington(9/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
