Verified
Chad Brody Renfro is a financial advisor in Richardson, Texas. Chad has been in the financial services industry since 1997. Chad is currently registered with Cambridge Investment Research Advisors, Inc.. Chad also previously worked for ING FINANCIAL PARTNERS, INC. and FORTIS INVESTORS, INC.. Chad holds the Series 6, 7, 24, 63, 65, 99TO, and SIE licenses. Chad is registered in Texas, California, Oklahoma, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/01/2008 - Present
Cambridge Investment Research Advisors, Inc. (Richardson TX)
TX
08/19/1999 - 08/05/2008
ING FINANCIAL PARTNERS, INC. (CLEBURNE TX)
MN
09/15/1997 - 08/22/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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