GS
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$10K
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2012Final
Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Gerald operates his LPL business under the DBA Freedom Wealth Alliance, LLC since 2019, dedicating minimal time. He is also an IAR for Intrua Financial DBA Freedom Wealth Alliance, dedicating full-time hours to investment advisory services.
Employment History
Current Registrations
Intrua Financial
November 2023 - Present · 2 yrs 2 mos
LPL Financial LLC Broker
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
Freedom Wealth Alliance
August 2019 - December 2023 · 4 yrs 4 mos
Northwestern Mutual Investment Services,llc
June 2012 - August 2019 · 7 yrs 2 mos
Northwestern Mutual Investment Services,llc
March 2002 - June 2012 · 10 yrs 3 mos
Northwestern Mutual Investment Services, LLC Broker
September 1992 - August 2019 · 26 yrs 11 mos
Robert W. Baird & CO. Incorporated Broker
September 1992 - January 2002 · 9 yrs 4 mos
B. C. Ziegler and CompanyBroker
November 1991 - July 1992 · 8 mos
Kemper Securities Group, INC. Broker
September 1990 - January 1991 · 4 mos
Blunt Ellis & Loewi IncorporatedBroker
April 1987 - September 1990 · 3 yrs 5 mos
Connecticut Mutual Financial Services, INC.Broker
October 1984 - April 1987 · 2 yrs 6 mos
Nml Equity Services, INC. Broker
March 1983 - March 1984 · 1 yr
State Registrations4 states
FLGAILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.