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Graham Hartley

HQ Phone: (713) 355-9910

Email: g***@***.com

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Intrua Financial

1502 Augusta Dr. Ste. 400

Houston, Texas 77057

United States

Company Description

At Intrua Financial, we are committed to being involved beyond expected and to providing comprehensive strategies and expertise to our clients. Protecting the life you've created and investing in tomorrow's dreams are at the core of our work. When you bec ... more

Find other employees at this company (14)

Background Information

Employment History

Internal Sales Supervisor

AIM Investments


Founding Member
Legacy Society of ROBS


Episcopal High School

Southern Methodist University

Web References (6 Total References)

Graham Hartley - Intrua Financial [cached]

Graham Hartley

Graham Hartley
Graham Hartley
Graham Hartley
Graham Hartley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a certification that highlights an advisor's knowledge and credibility among peers and indicates his or her status as a qualified, trustworthy financial planner.
At Intrua Financial, Graham specializes in retirement planning, estate planning, tax-efficient investing and business succession planning. He provides clients with customized portfolios and educates them on the reasons for the recommendations contained in his plans.
Graham graduated from Southern Methodist University and holds his series 7, 24, and 63 registrations with LPL Financial. In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Graham is licensed for Group 1 insurance.
Graham calls Houston home and is active on the Episcopal High School Director's Council and the River Oaks Baptist Alumni Board. He enjoys hunting, fishing, sport shooting and cycling during his time away from the office.

Team | [cached]

Graham Hartley Vice President

Graham Hartley | [cached]

Graham Hartley Vice President

Graham Hartley graduated from Episcopal High School in 1991. He attended Southern Methodist University and graduated in 1995. Graham started his career at Aim Management Group, Inc. in 1996 and served in a number of capacities until 2008. Graham is currently a Vice President at James E. Bashaw & Co. in Houston and holds his Certified Financial Planner designation.

Financial Advisors [cached]

Graham Hartley Vice President - Westheimer

Graham ... [cached]

Graham Hartley

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