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Chase Levi McMellian

Cfo4life

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About Chase Levi McMellian

Chase Levi McMellian is an investment advisor representative with cfo4life in Coppell, Texas. Chase has been in the industry since 2018 and has a Series 66 license. Chase specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Chase also provides cash management solutions and educational seminars. Chase has experience with insurance sales and has worked with various organizations including PwC and Reagor Dykes.

Firm Information

Chase McMellian is currently registered with Cfo4life. CFO4LIFE is a financial services firm headquartered in Coppell, TX, providing a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. The firm caters to a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. With over $1.87 billion in regulatory assets under management, CFO4LIFE has a team of 17 investment advisor representatives and 11 licensed agents.
Cfo4life

735 PLAZA BLVD.

COPPELL, TX 75019

$1.87B

Assets Under Management

2

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management solutions

Cash management solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase McMellian’s Registration & Firm History

TX

08/20/2021 - Present

Cfo4life (COPPELL TX)

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Licenses & Designations

BOTH

Issued 08/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Levi McMellian.
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