Profiel
Mr. Levi G.
McMellian, CPA, is Chief Executive Officer, Executive Director & Founding Partner at Cfo4life Group LLC and MSJC LP.
As Chief Executive Officer and Managing Director of CFO4Life, he oversees business operations and pursues new business growth.
However, his primary focus remains on building personal client relationships.
He also took the concept of financial wellness to executives in large corporations and created comprehensive advisory solutions for corporate retirement plans.
Mr. McMellian is very active in his community and coaches multiple youth sports teams.
He is also serves as one of the board of directors in Curing Kids Cancer.
Mr. McMellian was also appointed as a panel member of TD Ameritrade’s Advisory Board.
In addition to being a Certified Public Accountant and Accredited Investment Fiduciary, he has a bachelor’s degree in business and accounting from Oklahoma State University.
Actieve functies van Levi Glenn McMellian
| Bedrijven | Functie | Begin |
|---|---|---|
MSJC LP
 MSJC LP Investment ManagersFinance MSJC LP is a wealth management firm headquartered in Coppell, Texas. The firm was founded by Levi G. McMellian and Brian M. Chastain in 2006 and is owned by CFO4LifeTX LLC. MSJC offers comprehensive financial planning and wealth management services to wealthy individuals and families. | Algemeen Directeur | 01-01-2006 |
Cfo4life Group LLC
 Cfo4life Group LLC Investment ManagersFinance Cfo4life Group LLC (Cfo4life) is a SEC-registered investment advisor headquartered in Coppell, Texas. The firm was founded Levi McMellian and Brian Chastain in 2006. They are wholly-owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cfo4life provides advisory services to affluent individuals and business executives, trusts, estates, charitable organizations, retirement plans, corporations and other businesses. | Algemeen Directeur | 01-01-2006 |
Opleiding van Levi Glenn McMellian
| Oklahoma State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
MSJC LP
MSJC LP Investment ManagersFinance MSJC LP is a wealth management firm headquartered in Coppell, Texas. The firm was founded by Levi G. McMellian and Brian M. Chastain in 2006 and is owned by CFO4LifeTX LLC. MSJC offers comprehensive financial planning and wealth management services to wealthy individuals and families. | Finance |
Cfo4life Group LLC
Cfo4life Group LLC Investment ManagersFinance Cfo4life Group LLC (Cfo4life) is a SEC-registered investment advisor headquartered in Coppell, Texas. The firm was founded Levi McMellian and Brian Chastain in 2006. They are wholly-owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cfo4life provides advisory services to affluent individuals and business executives, trusts, estates, charitable organizations, retirement plans, corporations and other businesses. | Finance |
