Julie Boswell is a registered investment advisor at Intrua Financial, based in Shreveport, LA, with 17 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
425 Ashley Ridge Blvd, Suite 380, Shreveport, LA, 71106
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Regulatory History
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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Julie operates Cornerstone Investment Strategies and Intrua Financial, both DBAs for her LPL business. She also runs Julie O'Glee Photography, a home-based business, dedicating a few hours per week to it.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Intrua Advisory Group LLC
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
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.