Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Chastain is a financial advisor with over 30 years of experience in the financial services industry. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and currently works at CFO4Life, where Brian has been since 2017. Previously Brian worked at Ausdal Financial Partners in Davenport, Iowa, from 2012 to 2017. Brian holds the Series 6, 7, 24 and 63 licenses. Brian has been registered with the State of Texas since 1994, and also holds registrations in Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Virginia, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/27/2017 - Present
Cfo4life (Coppell TX)
TX
06/13/2000 - 09/26/2012
LPL FINANCIAL LLC (COPPELL TX)
NJ
11/23/1998 - 02/11/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
TX
08/05/1998 - 10/02/1998
FIRST TITAN FINANCIAL CORP. (ARLINGTON TX)
GA
02/15/1995 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
01/31/1994 - 12/31/1994
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/17/1986 - 03/02/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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