BD
Bradley S. Doyle
INTRUA FINANCIAL
amarillo, TX
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CRD#: 5539797
BD
Professional summary
Bradley S Doyle is a registered financial advisor currently at INTRUA FINANCIAL located in Amarillo, Texas and LPL FINANCIAL LLC located in Amarillo, Texas.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bradley has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) INTRUA FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) and Advisory business - INVESTMENT RELATED - 5207 Berget AMARILLO, TX 79106 - To provide Advisory and brokerage services - Registered Representative and Investment Adviser representative - 03/2021 - 160 per month - 160 hours during trading hours per month - Acting as a representative for Intrua and LPL 2) DOYLE FINANCIAL SERVICES, INC - NOT INVESTMENT RELATED - 5207 Berget AMARILLO, TX 79106 - - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Owner - 3/2021 - 2 hours per month - 0 hours during trading hours - no duties 3) 3/31/2021 - Intrua Financial, LLC - DBA: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 220 Hours Per Month/6 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Intrua Financial, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 220 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley S Doyle's 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®
NoneExperience
Current
March 26, 2021 - Present
INTRUA FINANCIAL
RIA
CRD#: 281554
amarillo, TX
Current
March 26, 2021 - Present
LPL FINANCIAL LLC
Office #2: 5601 W Interstate 40 # 202, Amarillo, TX 79106RIA
BD
CRD#: 6413
AMARILLO, TX
Past
May 7, 2025 - July 28, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
AMARILLO, TX
Past
March 26, 2021 - March 26, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
AMARILLO, TX
Past
January 17, 2017 - January 18, 2017
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
AMARILLO, TX
Past
January 17, 2017 - April 8, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
AMARILLO, TX
Past
July 23, 2014 - April 27, 2021
CWM, LLC
RIA
CRD#: 155344
Amarillo, TX
Past
May 19, 2009 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
AMARILLO, TX
Past
December 11, 2008 - January 19, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
AMARILLO, TX
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".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
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.RR
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
RR
Maryland(3/26/2021)
RR
Texas(3/26/2021)
IAR
Texas(3/26/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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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
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
