Shawn Thomas is a registered investment advisor at Intrua Financial, based in Houston, TX, with 33 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn acts in a fiduciary capacity for multiple trusts and operates under the DBAs Freedom Wealth Alliance and Intrua Financial LLC, where he provides investment advisory services (taking nearly full-time hours). He also receives non-variable insurance trails and sells non-variable insurance through Windy City Financial Partners.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Freedom Wealth Alliance
Fsc Securities Corporation
Fsc Securities CorporationBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Securian Financial Services, INC.Broker
State Registrations6 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.