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Randall Carroll Gillespie

Intrua Financial

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About Randall Carroll Gillespie

Randall Gillespie is a financial advisor with Intrua Financial. Randall has been working in the financial services industry since 1987. Randall is registered with the state of Texas. Randall is licensed to provide financial advice and services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Randall has a wide range of experience in the financial services industry, including experience with securities, variable contracts, and investment advisory services. Randall is committed to providing clients with personalized financial advice and guidance. Randall also offers financial planning, pension consulting, and selection of other advisers.

Firm Information

Randall Gillespie 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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Randall Gillespie’s Registration & Firm History

TX

01/09/2021 - Present

Intrua Financial (HOUSTON TX)

TX

07/03/2013 - 12/31/2021

LPL FINANCIAL LLC (HOUSTON TX)

TX

12/01/2000 - 07/17/2013

PROEQUITIES, INC. (HOUSTON TX)

NY

05/02/1990 - 12/07/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

04/25/1990 - 12/07/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NA

09/24/1987 - 04/25/1990

UR FINANCIAL, INC.

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Licenses & Designations

IA

Issued 01/08/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1990

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Randall Carroll Gillespie. Review regulatory record here.
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