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James Carlos Parrie

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana
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2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 2114887Firm CRD# 306876
01

About

James Carlos Parrie 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# 2114887
Firm CRD# 306876
No disclosures on file
View on FINRA BrokerCheck →

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05

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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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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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