Robert Bradford is a CFP-designated registered investment advisor at Intrua Financial, based in Houston, TX, with 23 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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Robert operates Intrua Financial as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through Intrua Financial, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Lucia Securities, LLCBroker
Lucia Capital Group
Raymond J. Lucia Companies, INC.
First Allied Securities, INC.Broker
Securities America, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations13 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.