Thomas
Sauriol

Intrua Financial

CRD#5851111
Investment Advisor
in Austin, TX
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About this Advisor

Thomas Sauriol is a certified financial planner who works out of Austin, Texas, who has been in the financial industry for 10 years. Sauriol works at Intrua Financial. The advisor has gained experience at Charles Schwab & Co., Inc, The Boeing Company, Lpl Financial LLC, Intrua Financial and Braxton Wealth Management. Sauriol has a Series 63 license, designating them as a securities agent, and is approved to operate in North Carolina and Texas. Intrua Financial is a company headquartered in Austin, Texas. It has offices in five locations and a total of 22 employees. It has $527 million in assets under management across its 2,240 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,240 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. Intrua Financial performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Intrua Financial most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5000 Plaza On The Lake Suite 125
Austin, TX 78746

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Intrua Financial Brokerage Details

Total Assets Under Management

$526,551,294

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

22

TX Average: 49
Total Number of Accounts

2,240

TX Average: 2,315
Average Account Size

$235,068

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Thomas Sauriol Work History

Thomas has 10 years of experience.

2016 - Present (3 years)

Intrua Financial

2011 - Present (8 years)

Lpl Financial LLC

2011 - 2016 (5 years)

Braxton Wealth Management

2010 - 2011 (1 years)

Charles Schwab & Co., Inc

2009 - 2009 (0 years)

The Boeing Company

Disclosures

Thomas Sauriol has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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