Ronald
Sauvageau

Intrua Financial

CRD#4184451
Investment Advisor
in Houston, TX

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About this Advisor

Ronald Sauvageau is a certified financial planner working in Houston, Texas with 8 years of relevant experience. Sauvageau is currently employed by Intrua Financial. Over the course of their career, they have held roles at Lpl Financial, LLC and Intrua Financial. Sauvageau maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, California, Minnesota, Oklahoma, Texas and Washington. Intrua Financial is a registered investment business based out of Houston, TX. It has offices in 10 locations and a total of 42 employees. It manages $1 billion in total assets among its 4,687 client accounts, placing it among the larger firms in the country by assets under management. The firm advises four charities and foundations. Of its 4,687 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Intrua Financial performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on the services. However, fee types billed by Intrua Financial most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

Ronald Sauvageau Work History

Ronald has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Intrua Financial

2009 - Present (15 years)

Lpl Financial, LLC

*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 Ronald Sauvageau 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
My Ton
Houston, TX
Ernest Young
Shreveport, LA
Julie O'Glee
Shreveport, LA

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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