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Randy Brunson

33 Years of Experience
Suwanee, GA
3 Disclosures

Randy Brunson is a registered investment advisor at Centurion Advisory Group, INC, based in Suwanee, GA, with 33 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 90 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
90 clients
Average Client Portfolio
$774K average
Assets Under Management
$69.6M

Fee Structure

Minimum Investment:$500K

CAG manages investment portfolios, charging a maximum of 2% of your portfolio annually. The exact fee may be lower based on your specific situation and the complexity of your account. Fees are charged monthly in advance. The minimum portfolio value for investment management is $500,000.

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Location

1325 Satellite Boulevard, Building 300, Suite 302, Suwanee, GA, 30024

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2006
Final
Customer Dispute
December 2004
Pending
Customer Dispute
January 2004
Settled
Employment History
Current Registrations
Centurion Advisory Group, INC
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Brunson Financial Management
February 2004 - December 2006 · 2 yrs 10 mos
Brunson Financial Management
February 2004 - December 2005 · 1 yr 10 mos
Fsc Securities CorporationBroker
March 1997 - July 1998 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
January 1997 - March 1997 · 2 mos
Keogler, Morgan & Company, INC.Broker
April 1994 - January 1997 · 2 yrs 9 mos
Guardian Investor Services CorporationBroker
August 1993 - April 1994 · 8 mos
Guardian Investor Services CorporationBroker
June 1991 - March 1993 · 1 yr 9 mos
F & G Securities, INC.Broker
October 1986 - March 1991 · 4 yrs 5 mos
Travelers Equities Sales, INC.Broker
November 1985 - September 1986 · 10 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.