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This profile was last updated on 1/31/2017 and contains contributions from the  Zoominfo Community.

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Wrong Graham Hartley?

Graham Hartley

Partner

Intrua Financial

HQ Phone:  (713) 355-9910

Email: g***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 become a...more

Background Information

Employment History

The Directors' Council


Vice President

James E. Bashaw & Co


Internal Sales Supervisor

Invesco Ltd.


Affiliations

Legacy Society of ROBS

Founding Member


Education

Episcopal High School


Southern Methodist University


Web References(9 Total References)


Graham Hartley - Intrua Financial

www.intrua.com [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.


Graham Hartley - Intrua Financial

intrua.com [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.


Intrua Financial - In The Moments™

intrua.com [cached]

Graham Hartley
Graham Hartley


Alan Hawkins - Intrua Financial

www.intrua.com [cached]

Graham Hartley
Graham Hartley Graham Hartley


Team | jamesebashaw.com

jamesebashaw.com [cached]

Graham Hartley
Vice President


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