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
425 Ashley Ridge Blvd., Shreveport, LA, 71106
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
Bradley operates under Cornerstone Investment Strategies, LLC as a financial advisor, dedicating full-time hours to investment advisor activities. He also provides investment advisory services through Intrua Financial as a Registered Investment Advisor Hybrid, spending full-time hours on this activity as well.