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Bradley R. Mcentee
INTRUA FINANCIAL
Shreveport, LA 71106
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CRD#: 6714400
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Professional summary
Bradley R Mcentee, who also goes by Brad Mcentee, Bradley Ryan Mcentee, is a registered financial advisor currently at INTRUA FINANCIAL located in Shreveport, Louisiana and LPL FINANCIAL LLC located in Shreveport, Louisiana.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. 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
Brad Mcentee | Bradley Ryan Mcentee
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)02/24/2021 - Cornerstone Investment Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Financial Advisor - Start: 02/2021 - 160 hours per month - 160 hours per month during trading hours - Investment Advisor activities 2) 02/01/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/30/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Intrua Financial, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 160 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley R Mcentee'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
November 15, 2021 - Present
INTRUA FINANCIAL
Office #1: 425 Ashley Ridge Blvd., Shreveport, LA 71106RIA
CRD#: 281554
Shreveport, LA
Current
February 24, 2021 - Present
LPL FINANCIAL LLC
Office #1: 425 Ashley Ridge Blvd Ste 320, Shreveport, LA 71106-7226RIA
BD
CRD#: 6413
Shreveport, LA
Past
March 1, 2021 - December 9, 2021
INTRUA ADVISORY GROUP LLC
RIA
CRD#: 169512
Shreveport, LA
Past
February 24, 2021 - February 24, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
March 24, 2017 - February 2, 2021
EDWARD JONES
RIA
CRD#: 250
BOSSIER CITY, LA
Past
November 29, 2016 - February 2, 2021
EDWARD JONES
BD
CRD#: 250
BOSSIER CITY, LA
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
Kansas(9/8/2021)
RR
Louisiana(2/24/2021)
IAR
Louisiana(11/15/2021)
IAR
Texas(11/15/2021)
RR
Texas(8/10/2022)
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.
Company Information
INTRUA FINANCIAL
CRD#: 281554Shreveport, LA 71106TRUST BUT VERIFY
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