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Bradley S Doyle

Advisor at intrua Financial — Amarillo, TX

Updated today

Credentials

Series 66

Experience

17 years

Location

Amarillo, TX

intrua Financial logo

intrua Financial

Multi-team

Total advisors

36

Across 16 offices

Clients per advisor

93 Very High

Avg AUM per client

$507,796 Typical

HNW client ratio

12% Low

About

Bradley Doyle is a financial advisor with Intrua Financial in Amarillo, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial and Cetera Advisor Networks, before joining Intrua Financial in 2021. Doyle also owns a separate business entity for tax and investment purposes. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Client services

Based on intrua Financial

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on intrua Financial

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Occupation focus

Based on intrua Financial

Founder/Business Owner Executive

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Fee options

Fixed

Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).

Percentage

Up to 2.50% annually (negotiable)

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm.

Project-based

Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).

Other

Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.

Location

See office

Amarillo, TX

Amarillo TX

Advisors at this office

1

Most active in

Texas

Work history

17 years of industry experience

Intrua Financial, LLC

2021 - Present • 5 years

Houston, TX

LPL Financial, LLC

2021 - Present • 5 years

Amarillo, TX

Cetera Advisor Networks LLC

2017 - 2021 • 4 years

El Segundo, CA

Cwm Llc

2014 - 2021 • 7 years

Amarillo, TX

Pinnacle Financial Group

2014 - 2018 • 4 years

Amarillo, TX

LPL Financial

2008 - 2017 • 9 years

Amarillo, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James A

Series 66

Amarillo, TX

Adams Wealth Management

James Adams is a financial advisor at Adams Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2011 to 2014 before founding his own firm. Adams Wealth Management is an independent advisory firm serving individual and corporate clients, including high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning using a client-specific approach that incorporates fundamental, technical, cyclical, and charting analysis. A distinguishing feature of the firm is its wrap fee program, which combines investment management and transaction costs under a single fee.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Self-insurance strategies
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Charles K

Series 63

Amarillo, TX

Kitsman Investment Management

Charles Kitsman is the sole advisor at Kitsman Investment Management in Amarillo, Texas, with 45 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his financial advisory work, Kitsman owns a landscape photography business and serves as president of the board of trustees for a preschool serving low-income families. Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term purchase strategies and offers ERISA 3(21) non-discretionary fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Bradley C

Series 63, Series 66

Amarillo, TX

Double Seven Wealth Group, LLC

Bradley Clark is a financial advisor with Double Seven Wealth Group, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Firstbank Southwest, Wells Fargo Clearing, and Merrill. Clark also holds a General Lines Agent insurance license in Texas and may offer insurance products through an independent insurance agency. Double Seven Wealth Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages tailored portfolios using various methods and offers educational seminars and workshops to clients and prospective clients.

Real estate investing
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Roger R

Series 63, Series 66

Amarillo, TX

Kenai Investments, Inc.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Business succession planning Wealth management Options & derivatives strategies
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Derrick C

Series 65

Amarillo, TX

Hoyl Wealth Management, LLC

Derrick Caldwell is a Series 65-licensed financial advisor with Hoyl Wealth Management, LLC in Amarillo, TX, bringing two years of industry experience. His prior roles include positions at AIG and Bank of America, and he also serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Outside of his advisory work, he owns Cornerstone Capital Advisors, an LLC structured for receiving commission payments from Hoyl Wealth Management. Hoyl Wealth Management is an independent, state-registered investment adviser providing portfolio management, financial planning, and managed account services to individuals and high-net-worth clients. The firm employs strategies tailored to clients’ goals and risk tolerance, using asset allocation, technical analysis, and both long- and short-term purchases, with an emphasis on preserving purchasing power over time.

Annuities
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Alex F

Series 65

Amarillo, TX

Toro Bravo Investment Advisors, LLC

Alex Fierro is a financial advisor at Toro Bravo Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Toro Bravo, Fierro held positions at Elite Logistics, the Worldwide Organization of Jehovah's Witnesses, and Walmart. Toro Bravo Investment Advisors serves individual and high-net-worth clients by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and employs both long- and short-term trading strategies, including leverage and options, while maintaining individualized investment policy statements and discretionary portfolio management.

Options & derivatives strategies Annuities
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