Erika
Howell
Cfo4Life
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About this Advisor
Erika Howell is a financial advisor operating in Coppell, Texas who has 1 year of relevant experience. Howell is currently employed by Cfo4Life. Over the course of their career, Howell has held roles at Yesterland Farm, Dallas Baptist University, Martin'S Mill High School, Howard, Llp, Candy & Schonwald, Llp, Cfo4Life and Ausdal Financial Partners, Inc. Howell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Cfo4Life is a registered investment business based out of Coppell, TX. It has offices in two locations and a total of 20 advisors. It controls $2 billion in total assets across its 837 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 26 charitable organizations. Of its 837 customer accounts, 30% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on the services provided. Fees charged by Cfo4Life likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cfo4Life Brokerage Details
$1,710,151,063
20
837
$2,043,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Erika Howell Work History
Erika has been registered as a financial advisor for 1 years.*
Cfo4Life
Ausdal Financial Partners, Inc
Candy & Schonwald, Llp
Howard, Llp
Dallas Baptist University
Yesterland Farm
Martin'S Mill High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erika Howell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cfo4Life
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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