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CFP
RB
CFP

Robert Bradford

Intrua Financial
23 Years of Experience
Bellaire, TX
Broker
View SEC Summary
View SEC Summary

Robert Bradford is a CFP-designated registered investment advisor at Intrua Financial, based in Bellaire, TX, with 23 years of industry experience. Robert 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.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bellaire, TX

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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.

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Other Business Activities

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
February 2016 - Present · 10 yrs 8 mos
LPL Financial LLC
August 2015 - Present · 11 yrs 2 mos
LPL Financial LLCBroker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
LPL Financial LLC
February 2018 - October 2020 · 2 yrs 8 mos
LPL Financial LLC
August 2015 - January 2018 · 2 yrs 5 mos
Lucia Securities, LLCBroker
September 2011 - September 2015 · 4 yrs
Lucia Capital Group
April 2010 - September 2015 · 5 yrs 5 mos
Raymond J. Lucia Companies, INC.
June 2008 - October 2010 · 2 yrs 4 mos
First Allied Securities, INC.Broker
November 2007 - December 2011 · 4 yrs 1 mo
Securities America, INC.Broker
September 2007 - November 2007 · 2 mos
Wfg Advisors, LP
January 2005 - October 2007 · 2 yrs 9 mos
Wfg Investments, INC.Broker
January 2003 - August 2007 · 4 yrs 7 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2002 - January 2003 · 3 mos
State Registrations16 states
ALARCACODCFLGALAMSNCNENMPRSDTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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