AdvisorOS Directory
Claim Profile
CS

Charles Lee Simmons

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana
Unclaimed Profile
2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 2145300Firm CRD# 306876
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRUWEALTH ADVISORS, LLC
TRUWEALTH ADVISORS, LLC
AUM
$2.1B
Regulatory assets under management
Employees
34
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2145300
Firm CRD# 306876
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRIE?

Browse all registered financial advisors in METAIRIE, Louisiana or claim this profile if it's yours.

Browse METAIRIE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in METAIRIE
George Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Rudy Jerome Blanchard — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Michael Nash Zabalaoui — RESOURCE MANAGEMENT, LLCLawrence John Sisung — SISUNG INVESTMENT MANAGEMENT SERVICES LLCEric Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile