Bradley Doyle is a registered investment advisor at Intrua Financial, based in Amarillo, TX, with 17 years of industry experience. Bradley 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
Amarillo, TX
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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
Bradley works full-time as a registered representative and investment advisor representative for Intrua Financial and LPL, providing advisory and brokerage services. He also spends minimal time as the owner of Doyle Financial Services, Inc., a business entity for tax/investment purposes only, and works as an IAR for Intrua Financial, LLC, spending significantly more than full-time on this activity.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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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