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Bradley R McEntee

Intrua Financial

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About Bradley R McEntee

Bradley McEntee is an active investment advisor representative in Louisiana and Texas. Bradley is registered with Intrua Financial and previously was with Edward Jones. Bradley works with individuals, trusts, high net worth individuals, corporations, and charitable organizations. Bradley has 11 years of experience in the industry, with a focus on portfolio management, financial planning and selection of other advisors. Bradley has earned the Series 66, SIE, and Series 7 licenses and is committed to delivering personalized and comprehensive investment advice.

Firm Information

Bradley McEntee is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley McEntee’s Registration & Firm History

LA

11/15/2021 - Present

Intrua Financial (Shreveport LA)

LA

11/29/2016 - 02/02/2021

EDWARD JONES (BOSSIER CITY LA)

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Licenses & Designations

BOTH

Issued 01/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley R McEntee.
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