Hunter
Hart

Intrua Financial

CRD#4827526
Investment Advisor
in Shreveport, LA

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About this Advisor

Hunter Hart is a financial advisor operating in Shreveport, Louisiana with a total of 2 years of industry experience. Hart currently works for Intrua Financial. During their career, the advisor has held roles at Intrua Advisory Group, LLC (Dba: Cogent Advisory Group, LLC), Lpl Financial, LLC and Edward Jones. Hart maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana and Texas. Intrua Financial is a financial advisory company based out of Houston, TX. The investment advisory business has offices in 10 locations and a total of 42 advisors. It controls $1 billion in assets among its 4,687 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 4,687 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Intrua Financial provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services are offered. Fee types billed by Intrua Financial likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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 Ashley Ridge Blvd Suite 380
Shreveport, LA 71106

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Intrua Financial Brokerage Details

Total Assets Under Management

$1,046,285,905

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

42

LA Average: 49
Total Number of Accounts

4,687

LA Average: 2,315
Average Account Size

$223,231

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

Hunter Hart Work History

Hunter has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

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

2016 - Present (8 years)

Lpl Financial, LLC

2005 - 2016 (11 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hunter Hart 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

Courtney Garner
Houston, TX
Jeffrey Peace
Atlanta, TX
Alan Hawkins
Houston, TX
James Oneill
Houston, TX
Thomas Sauriol
Austin, TX
Jessi Ayrer
Houston, TX
Ryan Edwards
Watchung, NJ
Dean Wolpert
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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