Unclaimed Profile

Charles Lee Simmons

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana

SIE, Series 7, Series 63CFP ChFCClean record19 years registeredTRUWEALTH 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 · 19 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

May 2026 – present

TRUWEALTH ADVISORS, LLC

Jul 2020 – May 2026

METAIRIE, LA

AMERIPRISE FINANCIAL SERVICES, LLC.

Oct 2006 – Jul 2020

Metairie, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 6, 2006

Years registered · 19

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUWEALTH ADVISORS, LLC

CRD 306876 · SEC 801-119073

AUM

$2.1B

Regulatory assets under management

Employees

6,613 client accounts

Services offered by TRUWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUWEALTH ADVISORS, LLC →

Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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 →