RB
Russell D. Boaz
CFO4LIFE
Coppell, TX 75019
Some features on this profile are disabled
CRD#: 5482950
RB
Professional summary
Russell Dean Boaz, CFP®, who also goes by Russell Dean Boaz Mr., Rusty Dean Boaz, Rusty Boaz, is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Russell has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russell Dean Boaz Mr. | Rusty Dean Boaz | Rusty Boaz
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) 10/1/14 - LMBC ,L.L.C. INSURANCE SALES (EQUITY INDEXED ANNUITITES), AGENT. APPX 10 HOURS DURING TRADING HOURS IS DEVOTED TO THIS BUSINESS.COMPENSATION IS COMMISSION. 2. Tax Preparation Services, began 9/13/2013, conducted through LMBCII, LLC, provide tax planning services to clients, 20 hrs/month with this being during trading hours, compensation is fee, non-investment related. 2) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; INVESTMENT ADVISOR; INVESTMENT ADVISER REPRESENTATIVE; ACTIVITY BEGAN 01/2013; 140 HOURS PER MONTH; 100 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISER REPRESENTATIVE; 3) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 10/2013; 20 HOUR PER MONTH; 15 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;
CRS (Client Relationship Summary) - RIA
Click below to view Russell Dean Boaz'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: 1995
Experience
Current
March 22, 2017 - Present
CFO4LIFE
Office #1: 735 Plaza Blvd. Suite 100, Coppell, TX 75019RIA
CRD#: 287600
Coppell, TX
Current
November 6, 2013 - Present
AUSDAL FINANCIAL PARTNERS, INC.
Office #1: 735 Plaza Blvd #100, Coppell, TX 75019RIA
BD
CRD#: 7995
Coppell, TX
Past
June 21, 2013 - March 21, 2017
CFO4LIFE, L.P.
RIA
CRD#: 146904
COPPELL, TX
Past
May 1, 2008 - December 21, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
March 6, 2008 - December 21, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, 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(5/1/2025)
RR
Arizona(8/29/2022)
RR
Arkansas(5/5/2025)
RR
California(11/7/2013)
RR
Colorado(5/1/2025)
RR
Delaware(5/12/2025)
RR
Florida(4/21/2017)
RR
Georgia(11/7/2013)
RR
Idaho(5/1/2025)
RR
Illinois(5/2/2025)
RR
Indiana(6/28/2023)
RR
Iowa(5/2/2025)
RR
Kansas(5/1/2025)
RR
Louisiana(10/13/2014)
RR
Massachusetts(9/16/2021)
RR
Minnesota(8/21/2014)
RR
Mississippi(5/1/2025)
RR
Missouri(5/1/2025)
RR
Montana(2/3/2017)
RR
Nebraska(4/30/2025)
RR
Nevada(5/1/2025)
RR
New Jersey(11/4/2021)
RR
New Mexico(5/1/2025)
RR
New York(12/12/2024)
RR
North Carolina(5/1/2025)
RR
Ohio(9/16/2021)
RR
Oklahoma(5/1/2025)
RR
Oregon(5/2/2025)
RR
Pennsylvania(5/1/2025)
RR
South Carolina(5/6/2025)
RR
Tennessee(5/1/2025)
RR
Texas(11/19/2013)
IAR
Texas(3/22/2017)
RR
Virginia(5/11/2017)
RR
Washington(4/30/2025)
RR
West Virginia(5/1/2025)
Exams
State Security Law 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.
