UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
19yrs
Chris Smith
Financial advisor at Intrua Financial
Based in Dallas, Texas, Chris Smith is a fiduciary financial advisor with 19 years of industry experience. Chris joined Intrua Financial in 2021, after six years at CWM and seven years at LPL Financial. Intrua Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 62% of advisors in Texas
OfficeDallas, TX
FirmIntrua Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$507,796
Advisors at the firm34
States licensed ?1 state
Services through Intrua Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowIntrua FinancialCurrent firm
- 2014 – 2021Cwm, LLCPreviously
- 2008 – 2014LPL Financial LLCPreviously
Questions to ask Chris
Tailored to Chris’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chris
How do I contact Chris?
Call Intrua Financial at 713-355-9910 and ask for Chris Smith. Chris works from the Dallas, TX office.
How long has Chris been a financial advisor?
Chris has been in the industry since 2008, about 19 years. More experience than 62% of advisors in Texas.
What licenses does Chris hold?
Series 66. Tap any license on this page to see what it allows.
Is Chris a fiduciary?
Chris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chris paid?
Intrua Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chris for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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