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My Kim Ton

Intrua Financial

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About My Kim Ton

My Ton is a registered representative with Intrua Financial. My has been in the industry since November 22, 2015 and is currently registered with FINRA. My also holds a Series 66 and Series 7 license and is registered in 16 states. My has been working in the industry for over 7 years. My has experience working with high-net-worth individuals, corporations and charitable organizations. My offers financial planning, pension consulting and portfolio management for individuals and selection of other advisors.

Firm Information

My Ton 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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My Ton’s Registration & Firm History

TX

06/16/2022 - Present

Intrua Financial (HOUSTON TX)

TX

11/23/2015 - 06/24/2022

WELLS FARGO CLEARING SERVICES, LLC (WICHITA FALLS TX)

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Licenses & Designations

BOTH

Issued 12/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for My Kim Ton.
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