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Hunter Hart

Intrua Financial
22 Years of Experience
Shreveport, LA
Broker
View SEC Summary
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Hunter Hart is a registered investment advisor at Intrua Financial, based in Shreveport, LA, with 22 years of industry experience. Hunter 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 Ashley Ridge Blvd, Suite 380, 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

Hunter operates under several DBAs (Cornerstone Investment Strategies, Cogent Advisory Group, Intrua Advisory Group, and Intrua Financial) for his LPL business and provides investment advisory services through Intrua Advisory Group, LLC. These activities take up nearly all of Hunter's time.

Employment History
Current Registrations
Intrua Financial
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Intrua Advisory Group LLC
April 2016 - December 2021 · 5 yrs 8 mos
Edward Jones
May 2005 - April 2016 · 10 yrs 11 mos
Edward JonesBroker
May 2005 - April 2016 · 10 yrs 11 mos
A. G. Edwards & Sons, INC.
September 2004 - May 2005 · 8 mos
A. G. Edwards & Sons, INC.Broker
September 2004 - May 2005 · 8 mos
State Registrations8 states
ALARCACOLAMSOKTX
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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