Lindsey Boettigheimer is a registered investment advisor at Intrua Financial, based in Houston, TX, with 10 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.
Learn about disclosures →Other Business Activities
Lindsey operates Intrua Financial as a DBA for her LPL business. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scottrade, INC.Broker
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.