Brandon Kyle Woodard
Investment adviser representative at Intrua Financial
22 yearsExperience
2 statesRegistered in
$1.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Intrua Financial, LLCSep 2021 to now
- LPL Financial, LLCSep 2021 to now
- Woodard Properties, LLPMay 2014 to now
- Hospice Dme of AzDec 2006 to now
- Cetera Advisor Networks LLCJan 2017 to Sep 2021
- Pinnacle Financial GroupNov 2014 to Oct 2018
- Cwm LLCOct 2014 to Sep 2021
- LPL Financial, LLCDec 2004 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Intrua Financial
Legal name: Intrua Financial LLC
$1.7BAssets managed
3,380Clients
36Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2285732
- Firm CRD
- 281554