Unclaimed Profile

Andrew Clifton Keller

INTRUA FINANCIAL LLC·HOUSTON, Texas

SIE, Series 7, Series 6623 years registeredINTRUA FINANCIAL LLC

3737 BUFFALO SPEEDWAY, HOUSTON, TX 77098CRD# 4682790Firm CRD# 281554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Clifton Keller · HOUSTON, TX

Registration

CRD #4682790 · INTRUA FINANCIAL LLC · 23 years registered

Brand Profile

Not yet started

Career History

ELEVATION POINT WEALTH PARTNERS, LLC

Jun 2026 – present

INSCRIPTION CAPITAL, LLC

Sep 2023 – present

INTRUA FINANCIAL

Oct 2015 – Sep 2023

HOUSTON, TX

LPL FINANCIAL LLC

Jul 2003 – Oct 2020

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 23, 2003

Years registered · 23

Disclosure History

2024Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTRUA FINANCIAL LLC

CRD 281554 · SEC 801-106767

AUM

$1.7B

Regulatory assets under management

Employees

7,354 client accounts

Services offered by INTRUA FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTRUA FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Clifton Keller offer?

Andrew Clifton Keller specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Andrew Clifton Keller's credentials?

Andrew Clifton Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Clifton Keller located?

Andrew Clifton Keller is based in HOUSTON, Texas, working with INTRUA FINANCIAL LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Andrew Clifton Keller charge for services?

Andrew Clifton Keller's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTRUA FINANCIAL LLC?

INTRUA FINANCIAL LLC has approximately 52 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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