Scott
Harris

Intrua Financial

CRD#2516998
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Harris is a financial advisor based out of Houston, Texas with 3 years of relevant experience. Harris is currently employed by Intrua Financial. During their career, Harris has held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Golden State Wealth Management, LLC and Intrua Financial, LLC. Harris has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in California and Texas. Intrua Financial is a company that has its headquarters in Houston, TX. It has offices in 10 locations and a total of 42 financial advisors. It administers $1 billion in total assets between its 4,687 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 4,687 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets available to invest. Intrua Financial performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Intrua Financial can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3737 Buffalo Speedway Suite 400
Houston, TX 77098

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Intrua Financial Brokerage Details

Total Assets Under Management

$1,046,285,905

TX Average: $3,042,739,679
Total Number of Employees

42

TX Average: 49
Total Number of Accounts

4,687

TX Average: 2,315
Average Account Size

$223,231

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Scott Harris Work History

Scott has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Intrua Financial, LLC

2017 - 2020 (3 years)

Golden State Wealth Management, LLC

2006 - 2020 (14 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intrua Financial

Courtney Garner
Houston, TX
Jeffrey Peace
Atlanta, TX
James Oneill
Houston, TX
Thomas Sauriol
Austin, TX
Alan Hawkins
Houston, TX
Janice Whitten
Houston, TX
Ernest Young
Shreveport, LA
My Ton
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started