EY

Ernest Kelly Young

38 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K

Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

425 Asley Ridge Blvd, Shreveport, LA, 71106

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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 2 mos
LPL Financial LLC Broker
May 2010 - Present · 15 yrs 8 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 Jones Broker
March 1996 - April 2010 · 14 yrs 1 mo
CUNA Brokerage Services, INC.Broker
June 1995 - February 1996 · 8 mos
Pruco Securities Corporation Broker
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 Corporation Broker
March 1987 - October 1989 · 2 yrs 7 mos
State Registrations3 states
LAMSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.