Chris Smith
Investment adviser representative at Intrua Financial
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Intrua Financial, LLCJan 2021 to now
- LPL Financial, LLCJan 2021 to now
- Cetera Advisor Networks LLCJan 2017 to Dec 2020
- Carson Wealth Management (cwm, LLC)Oct 2014 to Dec 2020
- LPL FinancialJan 2008 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 5451746
- Firm CRD
- 281554