Brandon Renfro
Advisor at Belonging Wealth Management — Longview, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, EA, RICP®
Experience Industry experience
16 years
Location
Longview, TX 75604
Belonging Wealth Management
Supported
Total advisors
2Clients per advisor
9 Very LowAvg AUM per client
$601,896 LowHNW client ratio
0% Very LowI 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.
I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you.
I am also an Infantry Major in the Arkansas Army National Guard.
Based on Belonging Wealth Management
0.8%
Longview, TX
1405 Colony Circle
Longview TX 75604
Advisors at this office
2
Louisiana · Texas
16 years of industry experience
Origin Financial
2021 - 2022 • 1 year
Longview, TX
Brandon Renfro LLC
2018 - Present • 8 years
Longview, TX
East Texas Baptist University
2018 - 2021 • 3 years
Marshall, TX
Army National Guard (Deployed)
2017 - 2017 • 1 year
Malvern, AR
Louisiana College
2015 - 2017 • 2 years
Pineville, LA
Cogent Advisory Group LLC
2014 - 2018 • 4 years
Texarkana, TX
Army National Guard (Reserve Status)
2009 - Present • 17 years
Malvern, AR
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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