Dylan
Clark
Intrua Financial
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About this Advisor
Dylan Clark is a financial advisor based in Houston, Texas, working with Intrua Financial. Dylan has previously held positions at Mt Zion Public School, Baker And Company Advisory Group, Peak Brokerage Services, LLC, Diamond Client Group, LLC, and Arpp. Dylan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Dylan 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
Services Offered
Fee Structure
Office Location
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Intrua Financial Brokerage Details
$1,656,524,869
52
7,354
$225,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dylan Clark Work History
Peak Brokerage Services, LLC
Diamond Client Group, LLC
Arpp
Baker And Company Advisory Group
Mt Zion Public School
Disclosures
Please visit the SEC profile of Dylan Clark 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
Houston, TX
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Houston, TX
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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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