Ernest
Young

Intrua Financial

CRD#1624213
Investment Advisor
in Shreveport, LA

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About this Advisor

Ernest Young is a financial advisor based in Shreveport, Louisiana, working with Intrua Financial. Ernest has previously held positions at Lpl Financial, LLC and Intrua Advisory Group LLC (Dba: Cogent Advisory Group LLC). Ernest has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Ernest is part of Intrua Financial, which operates out of Shreveport, Louisiana. The firm has 10 offices and 52 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Intrua Financial includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

425 Asley Ridge Blvd
Shreveport, LA 71106

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Intrua Financial Brokerage Details

Total Assets Under Management

$1,656,524,869

LA Average: $3,042,739,679
Total Number of Employees

52

LA Average: 49
Total Number of Accounts

7,354

LA Average: 2,315
Average Account Size

$225,255

LA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ernest Young Work History

2014 - Present (10 years)

Intrua Advisory Group LLC (Dba: Cogent Advisory Group LLC)

2010 - Present (14 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Ernest Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intrua Financial

Samuel Lawhon
Houston, TX
Thomas Ramsett
Brookfield, WI
Jessi Ayrer
Houston, TX
Amy Buchheit
Marble Hill, MO
Kurt Rozman
Houston, TX
Courtney Garner
Houston, TX
Shannon Smith
Houston, TX
Shawn Thomas
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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