![Levi Glenn McMellian](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
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.
Levi Glenn McMellian active positions
Companies | Position | Start |
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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. | Chief Executive Officer | 31/12/2005 |
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. | Chief Executive Officer | 31/12/2005 |
Training of Levi Glenn McMellian
Oklahoma State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
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