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Elizabeth Brown Allie

CFO4LIFE
Coppell, TX
·CRD# 5020694·21 years experience

Professional Summary

Elizabeth Brown Allie, who also goes by Liz Brown Allie, is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas. Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Elizabeth has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Liz Brown Allie

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

CFO4LIFE·CRD# 287600
RIA
735 Plaza Blvd. Suite 100, Coppell, TX 75019
March 29, 2017 - Present
AUSDAL FINANCIAL PARTNERS, INC.·CRD# 7995
RIA
BD
735 Plaza Blvd #100, Coppell, TX 75019
September 27, 2013 - Present
CFO4LIFE, L.P.·CRD# 146904
RIA
Coppell, TX
June 2, 2014 - March 27, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Dallas, TX
September 15, 2009 - April 9, 2013
LPL FINANCIAL LLC·CRD# 6413
BD
Dallas, TX
December 14, 2007 - April 9, 2013
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
Richardson, TX
September 28, 2005 - June 6, 2006

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Current Firm

CF
CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - SEC (2/1/2017 Approved)

Contact Information

Main Address

735 Plaza Blvd. Suite 100, Coppell, TX 75019

Phone Number

(214) 637-9500

# of Employees

22

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 06-14-2026 (6/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,279

AUM (Assets Under Management)

$1,935,513,212

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) ACTIVITY: TAX AND BUSINESS CONSULTING SERVICES NAME AND ADDRESS OF BUSINESS: LMBC II, 735 PLAZA BLVD., SUITE 100, COPPELL, TX 75019 NATURE OF BUSINESS: NON INVESTMENT RELATED; TAX PREPARATION SERVICES, BUSINESS CONSULTING POSITION/TITLE/ASSOCIATION & DUTIES: TAX PREPARATION AND BUSINESS CONSULTING START DATE OF ACTIVITY: APRIL 2013 COMPENSATION: SALARY FROM CFO4LIFE TIME SPENT: APPROXIMATELY 5 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 5 HOURS SPENT PER MONTH 2) ACTIVITY: NOTARY PUBLIC IN THE STATE OF TEXAS NAME AND ADDRESS OF BUSINESS: CFO4LIFE, 735 PLAZA BLVD., SUITE 100, COPPELL, TX 75019 NATURE OF BUSINESS: NON INVESTMENT RELATED; NOTARIZE DOCUMENTS POSITION/TITLE/ASSOCIATION & DUTIES: NOTARY; NOTARIZE DOCUMENTS FOR CLIENTS START DATE OF ACTIVITY: NOVEMBER 2010 COMPENSATION: NONE TIME SPENT: APPROXIMATELY 1 HOUR SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 1 HOUR SPENT PER MONTH 3) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; PLANNING ASSOCIATE; ACTIVITY BEGAN 03/2017; 137 HOURS PER MONTH; 130 HOURS PER MONTH DURING TRADING HOURS; SERVICE ADVISOR; 4) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED ASSISTANT; ACTIVITY BEGAN 07/2013; 58 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(10/27/2015)
IAR
Texas
(3/29/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2005About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Brown Allie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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