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Thomas Paul Williams

Intrua Financial

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About Thomas Paul Williams

Thomas Williams is a financial advisor with Intrua Financial, located in Houston, Texas. Thomas has been in the financial services industry since 1973. Thomas is registered with the state of Texas as an Investment Advisor Representative. Thomas is also registered with FINRA as a Registered Representative. Thomas is a Chartered Financial Consultant (ChFC).

Firm Information

Thomas Williams 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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Thomas Williams’s Registration & Firm History

TX

10/28/2015 - Present

Intrua Financial (HOUSTON TX)

TX

07/29/2002 - 10/01/2003

IMS SECURITIES, INC. (HOUSTON TX)

TX

01/12/1996 - 07/31/2002

SWS FINANCIAL SERVICES (DALLAS TX)

MA

04/03/1992 - 01/22/1996

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

MA

05/15/1990 - 03/18/1992

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/16/1990 - 03/18/1992

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

PA

09/05/1973 - 03/14/1990

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 02/08/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Paul Williams.
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