Chad Renfro is a registered investment advisor, based in Burleson, TX, with 28 years of industry experience.
Location
295 E Renfro St #300, Burleson, TX, 76028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad works as an independent insurance agent selling fixed insurance products through various independent insurance companies, dedicating nearly full-time hours to this activity. He also works as an advisory representative of a registered investment advisor (RIA), dedicating full-time hours to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Fortis Investors, INC.Broker
State Registrations8 states
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.