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)

0
Comments

What do you think?

View comments

Recommended next

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print