VA
CFP
VA
CFP

Victoria Areingdale

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

735 Plaza Blvd., 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

Victoria works as an RIA and financial planner for CFO4LIFE, LLC, dedicating nearly full-time hours to assisting advisors with client planning activities. She also works as a registered sales assistant for Ausdal Financial Partners, Inc, also dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
June 2020 - Present · 5 yrs 8 mos
Cfo4life
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
USAA Investment Management Company
October 2019 - April 2020 · 6 mos
USAA Financial Advisors, INC.Broker
October 2019 - April 2020 · 6 mos
Charles Schwab & CO., INC.
October 2015 - September 2019 · 3 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 2015 - September 2019 · 4 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.