Ernest Kelly Young

Intrua Financial

38 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Intrua Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,227 clients

Average Client Portfolio

$376K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$10K

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.

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.