BC
CFP
BC
CFP

Bryce Metford Chastain

11 Years of Experience
Broker
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 Boulevard, Suite 100, Coppell, TX, 75019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryce provides tax and business consulting services through LMBC II, dedicating nearly full-time hours to this activity. He also works as a tax planning associate for CFO4LIFE Group, LLC and as a registered assistant for Ausdal Financial Partners, Inc.

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 8 yrs 11 mos
Ausdal Financial Partners, INC.Broker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Cfo4life, L.P.
May 2014 - March 2017 · 2 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.