Bryce M. Chastain

CFO4LIFE

Coppell, TX 75019

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CRD#: 6246923

Professional summary

Bryce Metford Chastain, CFP® is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas.

Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Bryce has worked at 3 firms and has passed the Series 66, SIE and Series 7 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) 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: AUGUST 2013 COMPENSATION: SALARY FROM CFO4LIFE TIME SPENT: APPROXIMATELY 140 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 100 HOURS SPENT PER MONTH 2) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; TAX PLANNING ASSOCIATE; ACTIVITY BEGAN 08/2013; 180 HOURS PER MONTH; 180 HOURS PER MONTH DURING TRADING HOURS; TAX PLANNING ASSOCIATE; AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED ASSISTANT; ACTIVITY BEGAN 08/2013; 20 HOURS PER MONTH; 20 HOURS PER MONTH DURING TRADING HOURS; REGISTERED ASSISTANT;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Metford Chastain's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 29, 2017 - Present

CFO4LIFE

Office #1: 735 Plaza Boulevard Suite 100, Coppell, TX 75019

RIA

CRD#: 287600

Coppell, TX

Current

January 1, 2014 - Present

AUSDAL FINANCIAL PARTNERS, INC.

Office #1: 735 Plaza Blvd #100, Coppell, TX 75019

RIA

CRD#: 7995

Coppell, TX

Past

May 15, 2014 - March 27, 2017

CFO4LIFE, L.P.

RIA

CRD#: 146904

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".

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.

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

Texas
(3/6/2014)

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

State Security Law Exam

IAR

Series 66

Date: 3/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095

RIA

Registered Investment Advisory firm - (2/1/2017 Approved)

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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

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 3-25-2025 (3/25/2025)

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.

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Bryce M. Chastain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Metford Chastain's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFO4LIFE

AUSDAL FINANCIAL PARTNERS, INC.

CFO4LIFE, L.P.

Primary Firm SEC Registration

CFO4LIFE

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2013

FINRA

Current Firm

CFO4LIFE

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFO4LIFE

TRUST BUT VERIFY

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