Bradley Doyle is a registered investment advisor at Intrua Financial, based in Houston, TX, with 17 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.
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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.