Alan
Hawkins

Intrua Financial

CRD#4070628
Investment Advisor
in Houston, TX

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About this Advisor

Alan Hawkins is a financial advisor based in Houston, Texas, working with Intrua Financial. Alan has previously held positions at Lpl Financial LLC and Intrua Financial. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, and Texas. Currently, Alan is part of Intrua Financial, which operates out of Houston, Texas. The firm has 10 offices and 52 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Intrua Financial includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

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Intrua Financial Brokerage Details

Total Assets Under Management

$1,656,524,869

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

52

TX Average: 49
Total Number of Accounts

7,354

TX Average: 2,315
Average Account Size

$225,255

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

Alan Hawkins Work History

2015 - Present (9 years)

Intrua Financial

2011 - Present (13 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Alan Hawkins 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

Samuel Lawhon
Houston, TX
Shawn Thomas
Houston, TX
Kurt Rozman
Houston, TX
Courtney Garner
Houston, TX
Amy Buchheit
Marble Hill, MO
Jessi Ayrer
Houston, TX
Shannon Smith
Houston, TX
Thomas Ramsett
Brookfield, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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