Advisor at intrua Financial
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Firm
intrua Financial
Location
Houston, TX 77098
Credentials
Series 63, Series 65
Industry experience
33 years
Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for 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 analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.
Based on intrua Financial
Based on intrua Financial
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.
3737 Buffalo Speedway, Suite 400
Houston, TX 77098
New Mexico · Texas
Intrua Financial, LLC
2021 - Present (5 years)
LPL FInancial, LLC
2021 - Present (5 years)
Cetera Advisor Networks LLC
2017 - 2021 (4 years)
Pinnacle Financial Group
2014 - 2018 (4 years)
Cwm Llc
2014 - 2021 (7 years)
Woodard Properties, Llp
2014 - Present (12 years)
Hospice Dme Of Az
2006 - Present (20 years)
LPL FInancial, LLC
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Houston, TX
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Epiphany Wealth Management
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