Randall R. Chenot

INVESTORS BROKERAGE OF TEXAS, LTD.

Waco, TX 76701

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CRD#: 1739014

Professional summary

Randall Rene Chenot, who also goes by Randall R Chenot, Randy Chenot, is a registered financial advisor currently at INVESTORS BROKERAGE OF TEXAS, LTD. located in Waco, Texas.

Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Randall has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randall R Chenot | Randy Chenot

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURORS OF TEXAS GENERAL AGENCY, LTD. NOT AN INVESTMENT RELATED BUSINESS. 225 SOUTH 5TH STREET, WACO, TX 76701. INSURANCE AGENCY OFFERING HEALTH, LIFE, AND PROPERTY AND CASUALTY INSURANCE. JANUARY 27, 2015 START DATE. LESS THAN 1 HOUR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Rene Chenot's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Randall Rene Chenot's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2024 - Present

INVESTORS BROKERAGE OF TEXAS, LTD.

Office #1: 225 South 5th Street, Waco, TX 76701Office #2: 225 South 5th Street, Waco, TX 76701

RIA

CRD#: 13037

Waco, TX

Current

January 27, 2015 - Present

INVESTORS BROKERAGE OF TEXAS, LTD.

Office #1: 225 South 5th St., Waco, TX 76701Office #2: 225 South 5th Street, Waco, TX 76701

RIA

CRD#: 13037

Waco, TX

Past

June 29, 2009 - January 29, 2015

FFEC WEALTH PARTNERS LLC

CRD#: 16507

SCOTTSDALE, AZ

Past

May 3, 2006 - December 31, 2007

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

WACO, TX

Past

May 16, 2003 - February 23, 2004

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

WACO, TX

Past

May 16, 2003 - June 29, 2009

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

WACO, TX

Past

December 16, 2002 - May 19, 2003

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

WACO, TX

Past

December 16, 2002 - May 19, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 9, 1995 - December 10, 2002

INVESTORS BROKERAGE OF TEXAS, LTD.

CRD#: 13037

WACO, TX

Past

January 17, 1995 - November 7, 1995

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

July 30, 1993 - January 6, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 24, 1987 - August 31, 1988

ROTAN MOSLE INC.

CRD#: 727

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(1/27/2015)

IAR

Texas
(9/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/15/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/30/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INVESTORS BROKERAGE OF TEXAS, LTD.

INVESTORS BROKERAGE OF TEXAS, INC. | STEWART/BELF SECURITIES, INC. | REALTORS CONSULTANTS, INC. | INVESTORS BROKERAGE OF TEXAS, LTD.

CRD#: 13037 / SEC#: , 8-28644

Texas

Registered Investment Advisory firm - SEC (1/20/2010 Approved)

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

225 South 5th St., Waco, TX 76701

Mailing Address

225 South 5th St., Waco, TX 76701

Phone number

(254) 759-3702

Established

Texas since 12/01/2000

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
INSURORS.COM, INC.	LIMITED PARTNER
BROOKS, JOSEPH KEVIN	CHIEF FINANCIAL OPERATIONS OFFICER	2114242
INSURORS GENERAL PARTNER, LLC	GENERAL PARTNER
KOHN, TIMOTHY RANDALL	MANAGING PRINCIPAL/SROP/CROP/CCO	1113921

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 88,879,830

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Randall R. Chenot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Rene Chenot's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Randall Rene Chenot's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTORS BROKERAGE OF TEXAS, LTD.

FFEC WEALTH PARTNERS LLC

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

INVESTORS BROKERAGE OF TEXAS, LTD.

DOMINION CAPITAL CORPORATION

UBS FINANCIAL SERVICES INC.

ROTAN MOSLE INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2019

Series 63

Date: 8/13/1993

SIE

Date: 10/1/2018

Series 7

Date: 7/29/1993

Series 24

Date: 7/30/2003

FINRA

Current Firm

INVESTORS BROKERAGE OF TEXAS, LTD.

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

INVESTORS BROKERAGE OF TEXAS, LTD.

TRUST BUT VERIFY

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