Dane Byers is a registered investment advisor at Intrua Financial, based in Houston, TX, with 27 years of industry experience. Dane 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
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 Activities
Dane operates Intrua Financial as a DBA for his LPL business since 2015. He is also a Registered Investment Advisor Hybrid through Intrua Financial, dedicating full-time hours to this activity.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Southwest Securities, INC.Broker
Southwest Securities, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.
Exams
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