Unclaimed Profile

Charles Lee Simmons

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana

Clean recordTRUWEALTH ADVISORS, LLC

2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 2145300Firm CRD# 306876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Lee Simmons · METAIRIE, LA

Registration

CRD #2145300 · TRUWEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Lee Simmons is a registered financial advisor based in METAIRIE, Louisiana, affiliated with TRUWEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRUWEALTH ADVISORS, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUWEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2145300

Firm CRD# 306876

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Frequently Asked Questions

What services does Charles Lee Simmons offer?

Charles Lee Simmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Charles Lee Simmons's credentials?

Charles Lee Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Lee Simmons located?

Charles Lee Simmons is based in METAIRIE, Louisiana, working with TRUWEALTH ADVISORS, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Charles Lee Simmons charge for services?

Charles Lee Simmons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUWEALTH ADVISORS, LLC?

TRUWEALTH ADVISORS, LLC has approximately 34 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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