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This profile was last updated on 6/7/2017 and contains contributions from the  Zoominfo Community.

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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

Internal Sales Supervisor

AIM Investments


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.


Team | jamesebashaw.com

jamesebashaw.com [cached]

Graham Hartley
Vice President


Graham Hartley | jamesebashaw.com

jamesebashaw.com [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

www.jamesebashaw.com [cached]

Graham Hartley
Vice President - Westheimer graham.hartley@lpl.com


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