Dallas Killman is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 2 years of industry experience. Dallas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,015 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee ranges from 1.00% to 1.50% per annum. Certain grandfathered accounts are subject to breakpoint fee schedules.
Fee Estimator
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dallas is a membership education advisor for Alpha Delta Pi sorority, dedicating about 10-20% of their time. Dallas also works as a service advisor for CFO4Life Group, LLC and as a registered representative for Ausdal Financial Partners, Inc, dedicating nearly full-time and about a quarter of their time, respectively.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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