wiseradvisor

Josh  Renfro
First Allied Securities

Tel: (512) 327-1000
*
San Antonio, TX 78232

About First Allied Securities

For more than three decades, We?ve focused our professional life on a single mission: to work closely with families and provide them the best direction, service and tools to help them build a secure and prosperous financial future.

The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full- fledged team of financial advisors with diverse backgrounds and more than 100 years of combined experience. We now have the privilege of serving hundreds of families throughout the country.

Over the years, We?ve helped guide our clients through dramatic economic changes, from stock- market prosperity in the 1990s to the dot-com bubble in the early 2000s and most recently the devastating effects of the Great Recession.

One thing has been constant through it all: Money is a powerful tool. It can bring a great deal of anxiety, or it can provide peace of mind. We?ve spent our live's witnessing the enormous impact a sound portfolio can have on the life of our clients. Sometimes, it literally kept their lives together when everything else around them failed.

And with those experiences, We?ve learned that, more than anything else, our clients wanted and needed to trust that We were dedicated to their goals no matter what challenges we?d face together. We wholeheartedly embrace that trust.

By focusing on the right financial principles,we can make an extraordinary difference in our clients? futures and, most important, help empower them to live better lives today.


General Information

Firm Start Year:   2013
No.of Employees:   10-19
Name of Broker/Dealer:   First Allied Securities
Name of Custodial Firm:   Pershing, LLC
Number of Years with Current Firm:   5


Firm Information

Firm's Number of Clients:   400
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   200,000,00
Assets Managed by Advisor:   50,000,00



Disclosures

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. CONFIDENTIALITY NOTICE: The information in this message and the files transmitted with it is confidential, may be subject to a legal privilege and is intended only for the use of the named recipients. If you are not the intended recipient, please advise the sender immediately by reply e-mail and delete this message and any attachments without retaining a copy or disseminating this message. Please be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. Thank you.

Josh  Renfro

Josh  Renfro

Josh Renfro is a Wealth Advisor at The Fox Alliance. He first entered the industry working in client services and financial planning. However, his desire to help families improve their financial well-being and create legacies inspired him to become a financial advisor. His approach is simple: to offer clients strategies that respect their financial goals.

Before joining The Fox Alliance, Josh worked with Petra Benefits Financial Services, WCM Global Wealth, and Met Life.

He holds securities licenses 7, 63, and 65 and received his Bachelor of Science in Business Administration and Finance from Thomas Edison State College.

Outside of serving his clients he enjoys music, firearms, fishing, and outdoor sports.

Communities Served

Adkins Boerne
Bulverde Canyon Lake
Cibolo Converse
Elmendorf Helotes
Kendalia Marion
Mico New Braunfels