CG
CG

Courtney Crawford Garner

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
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
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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.

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Other Business Activities

Courtney operates under the DBAs Intrua Financial and Oakmont Financial Group, providing investment advisory services. She also serves as Director of Financial Planning for Freedom Wealth Alliance and spends full-time on these investment-related activities, and minimal time as a notary.

Employment History
Current Registrations
Intrua Financial
October 2015 - Present · 10 yrs 4 mos
LPL Financial LLCBroker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
LPL Financial LLC
July 2014 - October 2020 · 6 yrs 3 mos
State Registrations34 states
AKAZCACOCTDCDEFLGAILKSLAMDMEMIMNMOMTNCNJNMNYOKORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.