Kristina
Miller
Cfo4Life
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About this Advisor
Kristina Miller is a financial advisor operating in Coppell, Texas with 2 years of relevant experience. Miller is an advisor for Cfo4Life. Over the course of their career, they have held roles at Ausdal Financial Partners, Ausdal Financial Partners, Inc and Cfo4Life. Miller has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Texas. Cfo4Life is a financial advisory firm that has its headquarters in Coppell, TX. It has offices in two locations and a total of 20 advisors. It handles $2 billion in assets under management between its 837 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 26 charities and foundations. Of its 837 customer accounts, 30% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a diverse array of services, such as 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 advice depend on which services the firm provides the client. Fees charged by Cfo4Life most likely are comprised of 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
Kristina Miller Work History
Kristina has been registered as a financial advisor for 2 years.*
Ausdal Financial Partners, Inc
Cfo4Life
Ausdal Financial Partners
Ausdal Financial Partners
*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 Kristina Miller 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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