Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Renfro is an active advisor registered with LPL Financial LLC. Paul is licensed to provide financial advice in Texas, California, Colorado, Oklahoma and Wisconsin. Paul has been providing financial advice since 2013. Paul's clients include individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Paul has passed the Series 7TO, Series 66 and the SIE exams. Paul has experience providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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TX
11/26/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
BOTH
Issued 07/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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