Intrua Financial

Intrua Financial (CRD# 281554) is a financial advisory firm headquartered in Houston, TX. They manage $419,445,548 in 1,468 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    1,468
    ACCOUNTS
  • Average Account Value
    $285,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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, MO, NY, OK, TX

Financial Advisors at Intrua Financial
Showing 1 - 10 of 18 top financial advisors.
1
Rachel R. Ballengee
CRD#: 5344019
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
96
Wealthminder
score

Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 10 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
Robert A. Bradford
CRD#: 4531816
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
96
Wealthminder
score

Robert Bradford (CRD# 4531816) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 15 years of experience in the finance industry. Robert Bradford 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
Graham C. Hartley
CRD#: 2712884
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
96
Wealthminder
score

Graham Hartley (CRD# 2712884) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 22 years of experience in the finance industry. Graham Hartley 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.

4
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 7 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.

5
Thomas P. Williams
CRD#: 468335
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
96
Wealthminder
score

Thomas Williams (CRD# 468335) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 35 years of experience in the finance industry.

6
Bradley A. Bowman
CRD#: 2898756
16545 Southwest Freeway Suite 175, Sugar Land, TX 77479
93
Wealthminder
score

Bradley Bowman (CRD# 2898756) is an Investment Advisor Representative working at Intrua Financial in Sugar Land, TX and has over 20 years of experience in the finance industry.

7
Dane E. Byers
CRD#: 3217814
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
93
Wealthminder
score

Dane Byers (CRD# 3217814) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 18 years of experience in the finance industry.

8
Alan M. Hawkins
CRD#: 4070628
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
93
Wealthminder
score

Alan Hawkins (CRD# 4070628) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 18 years of experience in the finance industry.

9
Andrew J. Huber
CRD#: 6057732
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
93
Wealthminder
score

Andrew Huber (CRD# 6057732) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 5 years of experience in the finance industry.

10
Mark B. Magee
CRD#: 4676693
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
93
Wealthminder
score

Mark Magee (CRD# 4676693) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 14 years of experience in the finance industry.

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