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Ernest Kelly Young

Intrua Financial

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About Ernest Kelly Young

Ernest Kelly Young is a financial advisor with Intrua Financial. Ernest has been in the industry since June 23, 1987 and is licensed in Louisiana and Texas. Ernest has a wide range of experience working with both individuals and businesses. Ernest specializes in providing financial planning, pension consulting, and selection of other advisors. Ernest is also a Chartered Financial Consultant and is committed to providing his clients with the best possible service.

Firm Information

Ernest Young is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest Young’s Registration & Firm History

LA

11/12/2021 - Present

Intrua Financial (Shreveport LA)

LA

03/27/1996 - 04/30/2010

EDWARD JONES (SHREVEPORT LA)

IA

06/14/1995 - 02/28/1996

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NJ

08/26/1991 - 06/21/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/26/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NY

11/13/1989 - 07/05/1991

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

03/02/1987 - 10/13/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 05/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ernest Kelly Young.
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