Lena Banks is a CFP-designated registered investment advisor at Brio Consulting, LLC, based in Austin, TX, with 9 years of industry experience. Lena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 4 clients.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Austin, TX
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Regulatory History
Clean regulatory record
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.
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Lena is the Director of Marketing for The Texas Medical Association.
Employment History
Current Registrations
Brio Consulting, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Brio Consulting, LLC
January 2016 - December 2022 · 6 yrs 11 mos
State Registrations1 state
TX
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.