Financial ADVSR advisor directory · SEC adviser records
Intrua Financial financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Intrua Financial office in Houston, A to Z.
The short answer
12 registered advisors work at Intrua Financial in Houston, out of 31 at the firm nationwide; it ranks number 71 in the city by advisors. 3 list the CFP designation and 10 are also registered broker representatives.
Intrua Financial advisors in Houston, A to Z
Every Intrua Financial advisor →- Jessi M. AyrerAlso a broker rep
- Lindsey BoettigheimerAlso a broker rep
- Julie L. BoswellAlso a broker rep
- Robert A. BradfordCertified Financial Planner · Also a broker rep
- Amy L. BuchheitAlso a broker rep
- Courtney C. GarnerAlso a broker rep
- Randall C. GillespieInvestment adviser rep
- Hunter S. HartAlso a broker rep
- Eric J. KulwickiCertified Financial Planner, Chartered Financial Analyst
- Mark B. MageeAlso a broker rep
- Ana M. SalasCertified Financial Planner · Also a broker rep
- Dean A. WolpertAlso a broker rep
Intrua Financial advisors in every city and state →Intrua Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Intrua Financial advisors in other cities
Brookfield, WI 3Amarillo, TX 2Dallas, TX 2Shreveport, LA 2Broadview Heights, OH 1Fulton, MD 1Greenfield, WI 1Minneapolis, MN 1Pembine, WI 1Sarasota, FL 1Severna Park, MD 1Strongsville, OH 1Venice, FL 1Wichita Falls, TX 1
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Intrua Financial have in Houston?
12 investment adviser representatives are registered at Intrua Financial offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.
Is Intrua Financial one of the largest advisor employers in Houston?
Intrua Financial ranks number 71 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Intrua Financial advisor in Houston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Intrua Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.