Ryan Edwards is a CFP-designated registered investment advisor at Intrua Financial, based in Shreveport, LA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
425 ASHLEY RIDGE BLVD, Suite 320, Shreveport, LA, 71106
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Ryan operates under Cornerstone Investment Strategies and Intrua Financial, LLC, providing investment advisory services. He dedicates a full-time commitment to Intrua Financial, LLC.
Employment History
Current Registrations
Intrua Financial
Previous Registrations
Intrua Advisory Group LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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.
Exams
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