My TonCRD Number: 5728783
Current Firm: Intrua Financial
My Ton (CRD# 5728783) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 7 years of experience in the finance industry.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|Lpl Financial LLC||Wichita Falls, TX||Jun 2022 - Current||1|
|Scarliss, LLC||Wichita Falls, TX||Feb 2010 - Current||13|
|Wells Fargo Clearing Services, LLC||Wichita Falls, TX||Nov 2016 - Jun 2022||5|
|Wells Fargo Advisors, LLC||Wichita Falls, TX||Sep 2015 - Nov 2016||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Total Assets Under Management1,049MILLIONS
Total Number of Accounts5,324ACCOUNTS
Average Account Value$197,042
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA, WI
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