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Bradley S Doyle

Intrua Financial

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About Bradley S Doyle

Bradley Doyle is a financial advisor with over 12 years of experience in the industry. Bradley is currently registered as a Registered Representative and Investment Advisor Representative with Intrua Financial. Bradley has held previous roles with CETERA ADVISOR NETWORKS LLC and LPL FINANCIAL LLC. Bradley has a Series 66, Series 7, and Securities Industry Essentials Examination licenses. Bradley specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Bradley is committed to providing personalized financial advice that meets the unique needs of each client.

Firm Information

Bradley Doyle 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 Doyle’s Registration & Firm History

TX

03/26/2021 - Present

Intrua Financial (HOUSTON TX)

TX

01/17/2017 - 04/08/2021

CETERA ADVISOR NETWORKS LLC (AMARILLO TX)

TX

12/11/2008 - 01/19/2017

LPL FINANCIAL LLC (AMARILLO TX)

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Licenses & Designations

BOTH

Issued 05/01/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley S Doyle.
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