RB
Reno M. Borgognoni
ARCHER INVESTMENT
Lawrenceville, GA
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CRD#: 4435894
RB
Professional summary
Reno Mark Borgognoni is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in Lawrenceville, Georgia.
Reno is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Reno has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
AMBUR COVE HOMEOWNERS ASSOC~'NIR'~2090 LAWRENCEVILLE SUWANEE RD #251~~SUWANEE~GA~30024~CLUB/ASSOCIATION DIRECTOR/OFFICER~DIRECTOR/OFFICER~11/2005~6HRS~0HRS~ASSOCIATION DIRECTOR / VICEPRESIDENT-TREASURER
~~KNIGHTS OF COLUMBUS COUNCIL 12~'NIR'~1700 BUFORD HWY~~DULUTH~GA~30097~CLUB/ASSOCIATION DIRECTOR/OFFICER~ELECTED/APPOINTED OFFICIAL~7/2015~6HRS~0HRS~ADVOCATE - OVERSEES LEGAL AND RISK MANAGEMENT
~~MD & E'DBA'MD&E CLARITY~'NIR'~9330 PRESTWICK CLUB DR~~JOHN CREEK~GA~30097~PROFESSIONAL SERVICES - BUSINESS/INDIVIDUAL~CHIEF FINANCIAL OFFICER~6/2015~32HRS~32HRS~FRACTIONAL CFO - TREASURY, ACCOUNTING, LEGAL, HUMAN RESOURCES, BUSINESS DEVELOPMENT
~~RENO M. BORGOGNONI, CPA, PC~'NIR'~2010 HENDERSON WAY~~LAWRENCEVILLE~GA~30043~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~1/1988~20HRS~5HRS~INDIVIDUAL & BUSINESS INCOME TAX PREP, ACCOUNTING, PAYROLL SERVICES, BUSINESS CONSULTING
Needle Wireless Solutions LLC
Fractional CAO
3050 Business Park Dr Ste A1
Norcross, GA 30071
Non Investment related
Wireless Internet Services
10/15/2017
32 Hours Monthly
CRS (Client Relationship Summary) - RIA
Click below to view Reno Mark Borgognoni's 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®
NoneExperience
Current
June 28, 2018 - Present
ARCHER INVESTMENT CORPORATION
RIA
CRD#: 136403
Lawrenceville, GA
Past
February 11, 2015 - June 22, 2018
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAWRENCEVILLE, GA
Past
October 9, 2001 - June 22, 2018
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAWRENCEVILLE, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)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.Highlighted states indicate IAR registrations
IAR
Georgia(6/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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