Erika J. Howell

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CRD#: 7421525

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Erika Jordan Howell, who also goes by Erika Jordan Parker, was a registered financial professional .

Erika is a previously registered financial professional and started their career in finance in 2022. Erika had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Erika Jordan Parker

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.

HOWELL, LLC; NON INVESTMENT RELATED; FARMERS BRANCH, TX; BOOKKEEPING/TAXES; MANAGING MEMBER; ACTIVITY BEGAN FEBRUARY 2021; i DEVOTE APPX 5-10 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; I ASSIST WITH THE BOOKKEEPING AND TAXES FOR NON-PROFIT. RENTAL PROPERTY; INVESTMENT RELATED; AUBREY, TX; RENTAL PROPERTY; CO-OWNER; ACTIVITY BEGAN JULY 2022; I DEVOTE APPX 5 HOURS TO THIS ACTIVITY PER MONTH WITH NONE OF THOSE HOURS DURING TRADING HOURS; RENT COLLECTION, TENANT MANAGEMENT, MANAGING PROPERTY. CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; SENIOR TAX ADVISOR; ACTIVITY BEGAN 08/2023; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; SENIOR TAX ADVISOR; AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 04/2023; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; FIVE HANSON HOLDINGS, LLC; NOT INVESTMENT RELATED; VAN, TX; BOOKKEEPING; BOOKKEEPER; ACTIVITY BEGAN 12/2024; I DEVOTE APPX 5 HOURS PER MONTH WITH NONE OF THOSE HOURS DURING TRADING HOURS; BOOKKEEPER.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 24, 2022 - October 2, 2025

CFO4LIFE

RIA

CRD#: 287600

COPPELL, TX

Past

May 5, 2022 - October 6, 2025

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/5/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/6/2021

Securities Industry Essentials Examination

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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Erika J. Howell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CFO4LIFE

AUSDAL FINANCIAL PARTNERS, INC.

Primary Firm SEC Registration

CFO4LIFE

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2022

Series 7TO

Date: 5/5/2022

SIE

Date: 11/6/2021

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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