Julie L. Boswell

INTRUA FINANCIAL

Shreveport, LA 71106

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CRD#: 5516084

Professional summary

Julie Lynn Boswell MRS, who also goes by Julie Lynn Booker, Julie Lynn Boswell, Julie Lynn Burns, Julie Lynn O'glee Mrs, Julie Lynn O'glee, Julie Lynn Scogin Mrs, Julie Scogin, is a registered financial advisor currently at INTRUA FINANCIAL located in Shreveport, Louisiana and LPL FINANCIAL LLC located in Shreveport, Louisiana.

Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Julie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 10/14/2010: CORNERSTONE INVESTMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 2/4/2015: JULIE O'GLEE PHOTOGRAPHY - Not Investment Related - HOME BASED - PHOTOGRAPHY - START 01/01/2014 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 01/10/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2020 - 143 Hours Per Month/160 Hour During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Boswell MRS's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2021 - Present

INTRUA FINANCIAL

Office #1: 425 Ashley Ridge Blvd Suite 380, Shreveport, LA 71106

RIA

CRD#: 281554

Shreveport, LA

Current

October 11, 2010 - Present

LPL FINANCIAL LLC

Office #1: 425 Ashley Ridge Blvd Ste 320, Shreveport, LA 71106-7226

RIA

CRD#: 6413

Shreveport, LA

Past

February 13, 2014 - December 9, 2021

INTRUA ADVISORY GROUP LLC

RIA

CRD#: 169512

Shreveport, LA

Past

October 8, 2010 - December 16, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

July 29, 2008 - October 12, 2010

EDWARD JONES

RIA

CRD#: 250

SHREVEPORT, LA

Past

July 1, 2008 - October 12, 2010

EDWARD JONES

CRD#: 250

SHREVEPORT, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Louisiana
(10/11/2010)

IAR

Louisiana
(11/15/2021)

Texas
(11/5/2010)

IAR

Texas
(11/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

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Contact information

Main Address

3737 Buffalo Speedway Suite 400, Houston, TX 77098

Mailing Address

Phone number

(713) 355-9910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTRUA ADV PART 2A (3/31/2025)

INTRUA PART 2A APPENDIX 1 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,051
AUM (Assets Under Management)	$ 1,212,765,982

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Julie L. Boswell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Boswell MRS's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INTRUA ADVISORY GROUP LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

INTRUA FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/30/2008

FINRA

Current Firm

INTRUA FINANCIAL

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRUA FINANCIAL

TRUST BUT VERIFY

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