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Courtney Crawford Garner

INTRUA FINANCIAL LLC·HOUSTON, Texas
SIE, Series 7, Series 66Clean record12 years registeredINTRUA FINANCIAL LLC
3737 BUFFALO SPEEDWAY, HOUSTON, TX 77098CRD# 6143389Firm CRD# 281554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Courtney Crawford Garner · HOUSTON, TX
Registration
CRD #6143389 · INTRUA FINANCIAL LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

INTRUA FINANCIAL
Oct 2015 – present
LPL FINANCIAL LLC
Jul 2014 – Oct 2020
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 2, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRUA FINANCIAL LLC
CRD 281554 · SEC 801-106767
AUM
$1.7B
Regulatory assets under management
Employees
52
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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05

Frequently Asked Questions

What services does Courtney Crawford Garner offer?
Courtney Crawford Garner specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Courtney Crawford Garner's credentials?
Courtney Crawford Garner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Crawford Garner located?
Courtney Crawford Garner is based in HOUSTON, Texas, working with INTRUA FINANCIAL LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Courtney Crawford Garner charge for services?
Courtney Crawford Garner'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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Mitchell Alan Wood
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Andrew Clifton Keller
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Christopher Aaron Merla
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