Nathan
Reeve
Intrua Financial
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About this Advisor
Nathan Reeve is a financial advisor based out of Houston, Texas. Reeve works at Intrua Financial. Their career trajectory has included roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Witt O'Brien'S LLC, Pungo Tuck International LLC, U.S. Navy - Naval Special Warfare Development Group, Nreeve Capital Holdings, Lpl Financial and Intrua Financial. Reeve has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Intrua Financial is a financial advisory business that has its headquarters in Houston, TX. The investment advisory business has offices in 10 locations and a total of 42 employees. It administers $1 billion in total assets among its 4,687 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves four charities and foundations. Of its 4,687 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Intrua Financial likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrua Financial Brokerage Details
$1,046,285,905
42
4,687
$223,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nathan Reeve Work History
Nathan has been registered as a financial advisor for 0 years.*
Lpl Financial
Intrua Financial
Nreeve Capital Holdings
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Witt O'Brien'S LLC
Pungo Tuck International LLC
U.S. Navy - Naval Special Warfare Development Group
*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 Nathan Reeve 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
Atlanta, TX
Houston, TX
Austin, TX
Houston, TX
Houston, TX
Houston, TX
Watchung, NJ
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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