Dane Eric Byers

Employer firm

Intrua Financial CRD 281554

$1.75B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Lpl Financial, Llc
  Houston, TX

Previous Registrations

• 2009-08-18 → 2015-07-31
  Hilltop Securities Inc.
  Houston, TX
  Houston, TX
• 2003-06-27 → 2009-08-26
  Ubs Financial Services Inc.
  Houston, TX
  Houston, TX
• 2000-08-03 → 2003-07-02
  Prudential Equity Group, Llc
  Houston, TX

Other Businesses

1. 06/29/2015 - INTRUA FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ HOUSTON, TX 2. 02/16/2016 * Intrua Financial * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/16/2016 * 160 HRS/MO; 120 HRS/MO DURING SECS TRDG HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-14
• S63 Uniform Securities Agent State Law Examination
  1999-07-14

Other Names

• Dane E. Byers