Chris Smith
Chris Smith is a registered investment advisor at Intrua Financial, based in Dallas, TX, with 18 years of industry experience. Chris 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
Dallas, TX
Get directionsHistory
Regulatory History (1)
Criminal
January 1990Other Business ActivitiesSells Insurance
Chris sells non-variable insurance products, dedicating a few hours per week. He also works with Intrua Financial, providing brokerage and investment advisory services, taking up nearly all of his time.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 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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