Focus Financial adds $800M Lone Star State firm

CFO4Life left LPL in 2012 to go independent

Feb 7, 2017 @ 10:38 am

By InvestmentNews

An $800 million registered investment advisory firm based in Coppell, Texas, CFO4Life, has joined the New York-based Focus Financial Partners. In a press release, Focus said the RIA is its 44th partner firm and its first headquartered in Texas.

Established in 2006, CFO4Life began primarily as an accounting and tax firm, affiliated with LPL Financial. It left LPL in 2012 when it became its own registered investment advisory firm. It now operates in Texas, Pennsylvania and Indiana.

(More: See all the latest moves in InvestmentNews' Advisers on the Move database)


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