Dane E. Byers

INTRUA FINANCIAL

HOUSTON, TX 77098

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CRD#: 3217814

Professional summary

Dane Eric Byers, who also goes by Dane E. Byers, is a registered financial advisor currently at INTRUA FINANCIAL located in Houston, Texas and LPL FINANCIAL LLC located in Houston, Texas.

Dane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dane has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Dane E. Byers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Eric Byers'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

February 12, 2016 - Present

INTRUA FINANCIAL

Office #1: 3737 Buffalo Speedway Suite 400, Houston, TX 77098

RIA

CRD#: 281554

HOUSTON, TX

Current

June 29, 2015 - Present

LPL FINANCIAL LLC

Office #1: 3737 Buffalo Speedway Ste 400, Houston, TX 77098

RIA

CRD#: 6413

HOUSTON, TX

Past

September 16, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

June 29, 2015 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

August 18, 2009 - July 31, 2015

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

HOUSTON, TX

Past

August 18, 2009 - July 31, 2015

HILLTOP SECURITIES INC.

CRD#: 6220

HOUSTON, TX

Past

June 27, 2003 - August 26, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

June 27, 2003 - August 26, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HOUSTON, TX

Past

August 3, 2000 - July 2, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

HOUSTON, TX

Past

July 8, 1999 - July 2, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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

Arizona
(5/21/2025)

Arkansas
(12/17/2025)

Missouri
(10/9/2025)

Oklahoma
(8/5/2016)

Texas
(6/29/2015)

IAR

Texas
(2/12/2016)

Wisconsin
(12/10/2024)

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: 7/14/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1999

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: 7/7/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

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

PREMIUM

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dane E. Byers

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Eric Byers's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

INTRUA FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2000

Series 63

Date: 7/14/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/7/1999

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

Contact information

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