Brandon K. Woodard

INTRUA FINANCIAL

Amarillo, TX 79106

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CRD#: 2285732

Professional summary

Brandon Kyle Woodard, who also goes by Brandon K Woodard, is a registered financial advisor currently at INTRUA FINANCIAL located in Amarillo, Texas and LPL FINANCIAL LLC located in Amarillo, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Brandon has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon K Woodard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 09/20/2021 - BRANDON WOODARD/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 15%/ AMARILLO, TX 2. 01/01/2011 - WOODARD PROPERTIES, LLP/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ CLOVIS, NM 3. 01/01/2007 - HOSPICE DME OF ARIZONA/ OTHER/ INVESTMENT RELATED/ 0%/ CLOVIS, NM 4. 10/25/2021 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/20/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 04/01/2022 - Woodard Financial Solutions - Home Based - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/13/2007 - 160 Hours Per Month - Time Spent 100%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Kyle Woodard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2021 - Present

INTRUA FINANCIAL

Office #1: 5601 I-40 #202, Amarillo, TX 79106

RIA

CRD#: 281554

Amarillo, TX

Current

September 20, 2021 - Present

LPL FINANCIAL LLC

Office #1: 5601 W Interstate 40 # 202, Amarillo, TX 79106

RIA

CRD#: 6413

Amarillo, TX

Past

January 17, 2017 - October 6, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

AMARILLO, TX

Past

October 6, 2014 - October 5, 2021

CWM, LLC

RIA

CRD#: 155344

Amarillo, TX

Past

December 14, 2004 - December 19, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

AMARILLO, TX

Past

December 14, 2004 - January 19, 2017

LPL FINANCIAL LLC

CRD#: 6413

AMARILLO, TX

Past

July 22, 2004 - January 3, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

November 16, 1992 - July 1, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

AMARILLO , TX

Past

November 16, 1992 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 16, 1992 - July 1, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(9/20/2021)

New Mexico
(9/20/2021)

IAR

New Mexico
(9/22/2021)

Texas
(9/20/2021)

IAR

Texas
(9/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/30/1997

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

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Contact information

Main Address

3737 Buffalo Speedway Suite 400, Houston, TX 77098

Mailing Address

Phone number

(713) 355-9910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTRUA ADV PART 2A (3/31/2025)

INTRUA PART 2A APPENDIX 1 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,051
AUM (Assets Under Management)	$ 1,212,765,982

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brandon K. Woodard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Kyle Woodard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CWM, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

INTRUA FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/1999

Series 63

Date: 11/12/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/18/1998

Series 6

Date: 11/12/1992

Series 24

Date: 9/2/2005

Series 26

Date: 1/30/1997

FINRA

Current Firm

INTRUA FINANCIAL

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRUA FINANCIAL

TRUST BUT VERIFY

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