Alan Hawkins is a registered investment advisor at Intrua Financial, based in Houston, TX, with 26 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.
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Alan operates Intrua Financial as a DBA for his LPL business and serves as an Investment Advisor Representative, dedicating nearly full-time hours to these activities. He also owns rental real estate and has business entities for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
Capital Brokerage CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.