Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Lynn Renfro has been a financial advisor since 1994. Deanna is a Certified Financial Planner™ professional and is registered with LPL Financial LLC. Deanna has experience in financial planning, portfolio management for individuals and businesses, pension consulting, and education seminars. Deanna has previously worked with First Allied Securities, Inc., SII Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and UMB Scout Brokerage Services, Inc. Deanna is committed to providing her clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
08/03/2020 - Present
LPL Financial LLC (SALINA KS)
KS
12/09/2013 - 08/04/2020
FIRST ALLIED SECURITIES, INC. (SALINA KS)
KS
10/26/2011 - 12/09/2013
SII INVESTMENTS, INC. (SALINA KS)
KS
10/23/2009 - 10/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALINA KS)
KS
08/15/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SALINA KS)
MO
06/30/1994 - 08/19/2003
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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