Dean Wolpert is a registered investment advisor at Intrua Financial, based in Houston, TX, with 40 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
July 2005Criminal
July 1991Other Business Activities
Dean is affiliated with Intrua Financial, offering services through LPL Financial, and Wolpert Financial Group, Inc. He spends about half his time with Intrua Financial as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Essex National Securities, INC.Broker
Gna Securities, INC.Broker
Rotan Mosle INC.Broker
Nel Equity Services CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.