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Samuel Scott Lawhon

Intrua Financial

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About Samuel Scott Lawhon

Samuel Scott Lawhon is a financial advisor with Intrua Financial. Samuel has been working in the financial industry since August 26, 2019. Samuel holds Series 7TO, Series 66 and SIE licenses and is registered with the state of Texas. Samuel has experience working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Samuel provides financial planning and portfolio management services to clients.

Firm Information

Samuel Lawhon 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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Samuel Lawhon’s Registration & Firm History

TX

01/17/2020 - Present

Intrua Financial (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Scott Lawhon. Review regulatory record here.
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