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Shannon Ferrell Smith

Intrua Financial

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About Shannon Ferrell Smith

Shannon Ferrell Smith is a registered representative with Intrua Financial and has been in the financial services industry since February 2006. Shannon holds a Series 7, Series 31, and Series 66 license. Shannon is also a registered investment advisor representative in Texas and Wisconsin. In addition to providing financial services through Intrua Financial, Shannon also provides real estate rental services.

Firm Information

Shannon Smith 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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Shannon Smith’s Registration & Firm History

WI

11/28/2023 - Present

Intrua Financial (Brookfield WI)

WI

01/04/2011 - 05/16/2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)

WI

06/01/2009 - 01/12/2011

MORGAN STANLEY SMITH BARNEY (WAUWATOSA WI)

WI

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)

WI

02/17/2006 - 04/02/2007

MORGAN STANLEY DW INC. (WAUWATOSA WI)

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Licenses & Designations

BOTH

Issued 03/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 02/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Ferrell Smith.
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