Levi Glenn Mcmellian

23 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth

Cfo4life

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

956 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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History

Regulatory History (1)

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Customer Dispute

June 2017

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Levi is involved in several business activities, including serving as an officer for the Registrant through MGMT4Life, LLC (full-time), insurance sales as an independent agent (a few hours per week), and owning LMBC II, L.L.C. which provides insurance sales, tax preparation, and business consulting (about half his time). He also owns several other businesses including real estate, fitness centers, aircraft operation, and rental properties.