James Kevin Oneill

Intrua Financial

13 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Intrua Financial

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

Corda Investment Management, LLC

March 2012 - November 2017 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.