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Dean Andrew Wolpert

Intrua Financial

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About Dean Andrew Wolpert

Dean Andrew Wolpert is a financial advisor with Intrua Financial. Dean Wolpert has been in the financial industry since 1985. Dean Wolpert is registered with the state of Texas and 19 other states. Dean Wolpert specializes in financial planning, portfolio management for individuals and pension consulting services. Dean Wolpert is affiliated with LPL Financial.

Firm Information

Dean Wolpert 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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Dean Wolpert’s Registration & Firm History

TX

02/12/2016 - Present

Intrua Financial (HOUSTON TX)

TX

10/14/1996 - 04/06/2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

CA

08/19/1996 - 09/27/1996

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NA

09/14/1995 - 08/19/1996

FIRST INTERSTATE INVESTMENTS,INC.

CA

10/15/1993 - 11/15/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

VA

12/16/1988 - 07/08/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

08/20/1985 - 11/25/1988

ROTAN MOSLE INC.

NA

12/16/1983 - 12/23/1985

NEL EQUITY SERVICES CORPORATION

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Licenses & Designations

BC

Issued 01/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Dean Andrew Wolpert. Review regulatory record here.
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