linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dane Eric Byers

Intrua Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dane? Claim Your Profile

About Dane Eric Byers

Dane Byers is an investment advisor representative and registered representative with Intrua Financial, a firm based in Houston, Texas. Dane Byers has over 19 years of experience in the financial services industry. Dane Byers has licenses in both Oklahoma and Texas, and has a wide range of experience working with clients including high net worth individuals, charitable organizations, and pension and profit sharing plans. Dane Byers specializes in financial planning, portfolio management, and selection of other advisors. Dane Byers was previously registered with Southwest Securities, Inc. and UBS Financial Services Inc.

Firm Information

Dane Byers 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dane Byers’s Registration & Firm History

TX

02/12/2016 - Present

Intrua Financial (HOUSTON TX)

TX

08/18/2009 - 07/31/2015

SOUTHWEST SECURITIES, INC. (HOUSTON TX)

TX

06/27/2003 - 08/26/2009

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

NY

07/08/1999 - 07/02/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Dane Eric Byers is right for you?

Licenses & Designations

IA

Issued 07/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dane Eric Byers.
Not sure if Dane Eric Byers is right for you?