Unclaimed Profile

Brandon Renfro

COGENT ADVISORY GROUP LLC·TEXARKANA, Texas

Series 7, Series 66Clean record16 years registeredCOGENT ADVISORY GROUP LLC

4524 SUMMERHILL ROAD, TEXARKANA, TX 75503CRD# 5752564Firm CRD# 169512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Renfro · TEXARKANA, TX

Registration

CRD #5752564 · COGENT ADVISORY GROUP LLC · 16 years registered

Brand Profile

Not yet started

Career History

BELONGING WEALTH MANAGEMENT

Mar 2018 – present

ORIGIN FINANCIAL

Sep 2021 – May 2022

LONGVIEW, TX

COGENT ADVISORY GROUP LLC

Jan 2014 – Nov 2018

ATLANTA, TX

LPL FINANCIAL LLC

Sep 2012 – Mar 2014

TEXARKANA, TX

RENFRO FINANCIAL PLANNING LLC

Jan 2011 – Dec 2012

TEXARKANA, TX

WELLS FARGO ADVISORS, LLC

Mar 2010 – Oct 2010

TEXARKANA, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 27, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTRUA ADVISORY GROUP LLC

CRD 169512 · SEC 801-88170

AUM

$169M

Regulatory assets under management

Employees

982 client accounts

Services offered by INTRUA ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTRUA ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Renfro offer?

Brandon Renfro specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEXARKANA, Texas for a consultation.

What are Brandon Renfro's credentials?

Brandon Renfro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Renfro located?

Brandon Renfro is based in TEXARKANA, Texas, working with COGENT ADVISORY GROUP LLC. Their office serves clients in the TEXARKANA metropolitan area and surrounding communities.

How does Brandon Renfro charge for services?

Brandon Renfro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGENT ADVISORY GROUP LLC?

COGENT ADVISORY GROUP LLC has approximately 10 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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