Brandon Woodard
Brandon Woodard is a registered investment advisor at Intrua Financial, based in Amarillo, TX, with 33 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.
Fee Estimator
Location
5601 I-40 #202, Amarillo, TX, 79106
Get directionsHistory
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
Brandon is involved in several business activities, including non-variable insurance sales since 2021, which takes about 10-20% of his time. He also has business entities for tax/investment purposes and dedicates full-time hours to Intrua Financial and Woodard Financial Solutions.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.