Victoria
Areingdale
Cfo4Life
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About this Advisor
Victoria Areingdale is a financial advisor based in Coppell, Texas, working with Cfo4Life. Victoria has previously held positions at Charles Schwab Co., & Inc, United Capital Financial Advisers, Papa Lopez Mexican Cantina, Usaa Investment Management Company, Usaa Financial Advisors Inc, Ranstad Staffing, Cfo4Life Group, LLC, and Ausdal Financial Partners. Victoria has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Victoria is part of Cfo4Life, which operates out of Coppell, Texas. The firm has 2 offices and 24 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cfo4Life includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cfo4Life Brokerage Details
$1,871,206,331
24
852
$2,196,252
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
- Other
Victoria Areingdale Work History
Cfo4Life Group, LLC
Ausdal Financial Partners
Usaa Investment Management Company
Usaa Financial Advisors Inc
Ranstad Staffing
Charles Schwab Co., & Inc
United Capital Financial Advisers
Papa Lopez Mexican Cantina
Disclosures
Please visit the SEC profile of Victoria Areingdale 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
Aurora, CO
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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