Brandon Renfro, financial advisor Longview TX

Brandon Renfro

CRD Number: 5752564
Current Firm: Belonging Wealth Management

Brandon Renfro (CRD# 5752564) is an Investment Advisor Representative working at Belonging Wealth Management in Longview, TX and has over 14 years of experience in the finance industry. Brandon Renfro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brandon Renfro LLC Longview, TX Feb 2018 - Current 6
Army National Guard (reserve Status) Malvern, AR Feb 2009 - Current 15
Origin Financial Longview, TX Sep 2021 - May 2022 < 1
East Texas Baptist University Marshall, TX Jan 2018 - May 2021 3
Cogent Advisory Group LLC Texarkana, TX Jan 2014 - Oct 2018 4
Army National Guard (deployed) Malvern, AR Jan 2017 - Nov 2017 < 1
Louisiana College Pineville, LA Aug 2015 - May 2017 1
University Of Arkansas At Hope/texarkana Hope, AR Jan 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Brandon Renfro
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $200,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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