Unclaimed Profile

James Carlos Parrie

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana

SIE, Series 6TO, Series 7, Series 63, Series 66, Series 99TOClean record15 years registeredTRUWEALTH ADVISORS, LLC

2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 2114887Firm CRD# 306876

Profile Verification

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

Identity

James Carlos Parrie · METAIRIE, LA

Registration

CRD #2114887 · TRUWEALTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

May 2026 – present

TRUWEALTH ADVISORS, LLC

Jul 2020 – Apr 2026

METAIRIE, LA

AMERIPRISE FINANCIAL SERVICES, LLC.

May 2011 – Jul 2020

Metairie, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · May 13, 2011

Years registered · 15

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

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Frequently Asked Questions

What services does James Carlos Parrie offer?

James Carlos Parrie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are James Carlos Parrie's credentials?

James Carlos Parrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Carlos Parrie located?

James Carlos Parrie is based in METAIRIE, Louisiana, working with TRUWEALTH ADVISORS, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does James Carlos Parrie charge for services?

James Carlos Parrie'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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