Joshua Renfro
Joshua Renfro is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5920 W William Cannon Drive, Building 7 Suite 201, Austin, TX, 78749
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Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Joshua operates The Fox Alliance as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities, tax preparation, owns Renfro Capital Management, TECH LOFT LLC, Fox Mortgage Services, and Renfro Capital Partners, allocating varying amounts of time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Wcm Global Wealth, LLC
State Registrations23 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.