LB
Lena Banks
BRIO CONSULTING
Austin, TX
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CRD#: 6554689
LB
Professional summary
Lena Banks, CFP® is a registered financial advisor currently at BRIO CONSULTING, LLC located in Austin, Texas.
Lena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lena has worked at 1 firm .
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.
Lena Banks is Director, Marketing for The Texas Medical Association.
CRS (Client Relationship Summary) - RIA
Click below to view Lena Banks'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: 2015
Experience
Current
March 23, 2023 - Present
BRIO CONSULTING, LLC
RIA
CRD#: 281416
Austin, TX
Past
January 1, 2016 - December 31, 2022
BRIO CONSULTING, LLC
RIA
CRD#: 281416
AUSTIN, 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
Texas(3/23/2023)
Exams
Current Firm
BC
BRIO CONSULTING, LLC
BRIO CONSULTING, LLC
CRD#: 281416 / SEC#:
Texas
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Contact information
Main Address
Austin, TX
Mailing Address
Phone number
(512) 736-4427
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
