RB
CFP
RB
CFP

Russell Dean Boaz

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
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
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Location

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

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2012
Other Business ActivitiesSells Insurance

Russell is an insurance agent selling equity indexed annuities through LMBC, L.L.C., dedicating a few hours per week. He also provides tax planning services through LMBCII, LLC, spending about 10-20% of his time, and works as an investment adviser representative for CFO4LIFE GROUP, LLC, nearly full-time, and as a registered representative for Ausdal Financial Partners, Inc., spending about 10-20% of his time.

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 8 yrs 11 mos
Ausdal Financial Partners, INC.Broker
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Cfo4life, L.P.
June 2013 - March 2017 · 3 yrs 9 mos
LPL Financial LLC
May 2008 - December 2012 · 4 yrs 7 mos
LPL Financial LLCBroker
March 2008 - December 2012 · 4 yrs 9 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.