Ana
Salas

Intrua Financial

CRD#4393858
Investment Advisor
in Houston, TX

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About this Advisor

Ana Salas is a certified financial planner working in Houston, Texas who has 2 years of relevant experience. Salas currently works for Intrua Financial. Over the course of their career, Salas has held roles at Proequities, Inc, Randy C. Gillespie & Associates, Lpl Financial LLC, Private Advisor Group, LLC and Intrua Financial, LLC. Salas has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Texas. Intrua Financial is a firm that has its headquarters in Houston, TX. The company has offices in 10 locations and a total of 42 people on staff. It handles $1 billion in assets under management between its 4,687 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 4,687 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on the type of services provided. However, fees billed by Intrua Financial can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

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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

Ana Salas Work History

Ana has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Intrua Financial, LLC

2013 - Present (11 years)

Lpl Financial LLC

2013 - 2021 (8 years)

Private Advisor Group, LLC

2004 - 2013 (9 years)

Proequities, Inc

2004 - 2013 (9 years)

Randy C. Gillespie & Associates

*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 Ana Salas 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

Jeffrey Peace
Atlanta, TX
Courtney Garner
Houston, TX
James Oneill
Houston, TX
Thomas Sauriol
Austin, TX
Alan Hawkins
Houston, TX
Jessi Ayrer
Houston, TX
Janice Whitten
Houston, TX
Robert Bradford
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.

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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.

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