Brandon Renfro
BELONGING WEALTH MANAGEMENT
LONGVIEW, TX 75604
Some features on this profile are disabled
CRD#: 5752564
Professional summary
Brandon Renfro, CFP® is a registered financial advisor currently at BELONGING WEALTH MANAGEMENT located in Longview, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Biography
I am a Fee-Only financial planner located in Longview TX, serving Hallsville, Marshall, Longview, the greater East Texas region, and clients across the United States.
I provide comprehensive financial planning, retirement planning and investment management to help individuals and families preparing for retirement. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.
I help you plan your optimum retirement income strategy. You've saved your whole life for retirement, and now it's time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Do you have an area of expertise or specialization?
AUM
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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.
1. Army National Guard (non-investment related), 1430 Divsion Street Malvern AR, Reserve-status military, Infantry, Captain, 02/2009, approx. 24 hours per month (8 during trading hours), I conduct training requirements as an Infantryman. 2. Real Estate Rentals (non-investment related), 111 New Braunfels Ln Hallsville TX, residential rental units, I own several properties, 10/2011, approx 1 hour per month not during trading hours (I use a property manager), I own several units and rent them out. 3. Freelance Writer (non-investment related), multiple, financial articles, writer, independent contractor, 6/2020, 15 hours per month, 5 during trading hours. I write financial articles.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Renfro'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®
CFP®
Start date: 2019
Experience
Current
March 16, 2018 - Present
BELONGING WEALTH MANAGEMENT
Office #1: 1405 Colony Circle, Longview, TX 75604RIA
CRD#: 292974
LONGVIEW, TX
Past
September 3, 2021 - May 13, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
LONGVIEW, TX
Past
January 23, 2014 - November 1, 2018
INTRUA ADVISORY GROUP LLC
RIA
CRD#: 169512
ATLANTA, TX
Past
October 15, 2012 - March 14, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
TEXARKANA, TX
Past
September 27, 2012 - March 14, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
TEXARKANA, TX
Past
January 7, 2011 - December 31, 2012
RENFRO FINANCIAL PLANNING LLC
RIA
CRD#: 155886
TEXARKANA, TX
Past
March 27, 2010 - October 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TEXARKANA, TX
Past
March 10, 2010 - October 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TEXARKANA, TX
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
Louisiana(9/6/2023)
IAR
Texas(3/16/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BELONGING WEALTH MANAGEMENT
BELONGING WEALTH MANAGEMENT | RENFRO, BRANDON | BRANDON RENFRO LLC
CRD#: 292974 / SEC#:
Louisiana
Registered Investment Advisory firm - (9/6/2023 Approved)Texas
Registered Investment Advisory firm - (3/16/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1405 Colony Circle, Longview, TX 75604
Mailing Address
Phone number
(903) 471-0624
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 10,834,131 |
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.
