Alan Matthew Hawkins

Intrua Financial

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alan operates Intrua Financial as a DBA for his LPL business and serves as an Investment Advisor Representative, dedicating nearly full-time hours to these activities. He also owns rental real estate and has business entities for tax/investment purposes, requiring minimal time.