Bradley Doyle
Advisor at intrua Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Bradley Doyle is a financial advisor with Intrua Financial in Amarillo, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial and Cetera Advisor Networks, before joining Intrua Financial in 2021. Doyle also owns a separate business entity for tax and investment purposes. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.
Client services
Based on intrua Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on intrua Financial
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Fee options
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Location
Amarillo, TX
Most active in
Bradley D has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Intrua Financial, LLC
2021 - Present (5 years)
LPL Financial, LLC
2021 - Present (5 years)
Cetera Advisor Networks LLC
2017 - 2021 (4 years)
Cwm Llc
2014 - 2021 (7 years)
Pinnacle Financial Group
2014 - 2018 (4 years)
LPL Financial
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Amarillo, TX
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Amarillo, TX
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Roger R
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Kenai Investments, Inc.
Derrick C
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Amarillo, TX
Hoyl Wealth Management, LLC
Robert R
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Spring Capital Management
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