Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Courtney operates under the DBAs Intrua Financial and Oakmont Financial Group, providing investment advisory services. She also serves as Director of Financial Planning for Freedom Wealth Alliance and spends full-time on these investment-related activities, and minimal time as a notary.