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Roger Renfro
23 Years of Experience
Knoxville, TN
1 DisclosureBroker
Roger Renfro is a registered investment advisor at Raymond James & Associates, INC., based in Knoxville, TN, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
11400 Parkside Drive, Suite 200, Knoxville, TN, 37934
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2013Denied
Other Business Activities
Roger owns a rental property called Wilderness Lodge in Sevierville, TN, since 2012. He has no responsibilities other than paying off the mortgage.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
April 2004 - February 2007 · 2 yrs 10 mos
Amsouth Investment Services, INC.Broker
January 2004 - February 2007 · 3 yrs 1 mo
AXA Advisors, LLCBroker
June 2002 - January 2004 · 1 yr 7 mos
State Registrations20 states
ALCAFLGAIDINKYMAMDMONCNVNYOHPASCTNTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.