Randy R. Brunson
Centurion Advisory Group
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Offering advice since: 1991
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Randy R. Brunson:
As the founding principal of Centurion Advisory Group, Randy has invested most of his thirty-year career in helping individuals build and manage their wealth. He started out on the institutional side and then founded Centurion's predecessor in 1991. Randy now serves a select group of individual and corporate clients.
Specialist expertise and sound business sense
Randy's studies in engineering and marketing at UT Chattanooga gave him a keen interest in the business world and laid the foundation for his future success. He later narrowed his focus to pursue the financial services field. In 1996, he passed the examination for the Certified Financial Planner designation. He has also studied qualified plan design, estate planning, and business transition planning. As an experienced wealth management practitioner, Randy now speaks and writes regularly on these topics.
Family man, community leader
Randy and his wife Teresa have been married over 30 years, and have two young adult children and a granddaughter. Randy has served on a number of boards, including Metro Atlanta Youth for Christ. He and Teresa are active in their church, and enjoy traveling and reading.
Creating wins for clients
"What I enjoy most about what I do at Centurion is creating wins for clients. A client we have worked with for a number of years was originally on track to leave corporate America at 55. As a result of our work together, he is making that choice at 51 and moving to a beautiful home in the mountains of Montana. That's a win."
Compensation and Fee Structures:
Project Fees, Retainers, Advisory Fees. The first two meetings with potential clients are provided at no obligation to either the potential client or the firm.
Licenses, Certifications & Affiliations:
Will provide references upon request?
Further information about Centurion Advisory Group:
(Size of firm: 0-9 advisors)
Centurion Advisory Group provides fee-only financial advice and investment management services. Centurion's founder, Randy Brunson, has 30 years experience in the financial services industry, and completed his CFP designation in the mid-90's.
The four shareholders of Centurion assure that the firm is profitable and debt free, so that it can continue to serve the needs of its clients. The shareholders also make sure the firm is positioned to continually serve its clients.
Centurion Advisory Group is registered with the SEC as an Investment Advisor under the IA Act of 1940.
Randy Brunson serves on the board of Metro Atlanta Youth for Christ, is Vice-President of the Circle of Excellence, a business owner peer group, and sings with the Gwinnett Symphony Orchestra and Chorus.
Contact Information for Randy R. Brunson
Phone: (770) 817-0525
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Fax: (678) 827-0830
Address for Randy R. Brunson:
1325 Satellite Blvd
Suwanee, GA, 30024
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