Julie Lynn Boswell
Investment adviser representative at Intrua Financial
16 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Intrua FinancialNov 2021 to now
- Intrua Advisory Group LLC (dba: Cogent Advisory Group LLC)Jan 2014 to now
- LPL Financial LLCOct 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (LA).
Intrua Financial
Legal name: Intrua Financial LLC
$1.7BAssets managed
3,380Clients
36Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5516084
- Firm CRD
- 281554