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Ernest Young

Intrua Financial
39 Years of Experience
Shreveport, LA
Broker
View SEC Summary
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Ernest Young is a registered investment advisor at Intrua Financial, based in Shreveport, LA, with 39 years of industry experience. Ernest is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

425 Asley Ridge Blvd, Shreveport, LA, 71106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ernest is associated with Cornerstone Investment Strategies, LLC (since 2010) and Intrua Financial (since 2021), both DBAs for his LPL business. He dedicates nearly full-time hours per month to these activities, with a few hours during securities trading.

Employment History
Current Registrations
Intrua Financial
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Intrua Advisory Group LLC
February 2014 - December 2021 · 7 yrs 10 mos
LPL Financial LLC
May 2010 - January 2016 · 5 yrs 8 mos
Edward Jones
January 2007 - April 2010 · 3 yrs 3 mos
Edward JonesBroker
March 1996 - April 2010 · 14 yrs 1 mo
CUNA Brokerage Services, INC.Broker
June 1995 - February 1996 · 8 mos
Pruco Securities CorporationBroker
August 1991 - June 1995 · 3 yrs 10 mos
The Prudential Insurance Company of AmericaBroker
August 1991 - December 1993 · 2 yrs 4 mos
Guardian Investor Services CorporationBroker
November 1989 - July 1991 · 1 yr 8 mos
Pruco Securities CorporationBroker
March 1987 - October 1989 · 2 yrs 7 mos
State Registrations3 states
LAMSTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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