Samuel Lawhon is a registered investment advisor at Intrua Financial, based in Houston, TX, with 6 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
Get directionsHistory
Regulatory History (2)
Criminal
November 2020Financial
November 2018Other Business Activities
Samuel operates Intrua Financial as a DBA for his LPL business and is a Research Assistant for Intrua Financial LLC, spending nearly full-time on this. He is also the Director of Investments for Freedom Wealth Alliance, dedicating about half of his time to this role.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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.