Intrua Financial

Intrua Financial (CRD# 281554) is a financial advisory firm headquartered in Houston, TX. They manage $105,747,469 in 210 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $503,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, OK, TX

Financial Advisors at Intrua Financial
Showing 1 - 4 of 4 top financial advisors.
1
Rachel R. Ballengee
CRD#: 5344019
1502 Augusta Dr. Ste. 400, Houston, TX 77057
96
Wealthminder
score

Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 9 years of experience in the finance industry. Rachel Ballengee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas R. Sauriol
CRD#: 5851111
5000 Plaza On The Lake Suite 125, Austin, TX 78746
96
Wealthminder
score

Thomas Sauriol (CRD# 5851111) is an Investment Advisor Representative working at Intrua Financial in Austin, TX and has over 5 years of experience in the finance industry. Thomas Sauriol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark B. Magee
CRD#: 4676693
1502 Augusta Dr. Ste. 400, Houston, TX 77057
93
Wealthminder
score

Mark Magee (CRD# 4676693) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 13 years of experience in the finance industry.

4
Megan N. Jackson
CRD#: 6495558
1502 Augusta Dr. Ste. 400, Houston, TX 77057
90
Wealthminder
score

Megan Jackson (CRD# 6495558) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has 1 year of experience in the finance industry.

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