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Charles Lee Simmons

Truwealth Advisors, LLC

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About Charles Lee Simmons

Charles Simmons is an investment advisor representative at Truwealth Advisors, LLC. Charles has been in the financial services industry since 1991 and has a Series 7, Series 63, and SIE license. Charles has experience in financial planning, portfolio management, and pension consulting. Charles is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Charles Simmons is currently registered with Truwealth Advisors, LLC. Truwealth Advisors, LLC is an investment advisor based in Metairie, LA. The firm has over 7,000 client accounts with total regulatory assets under management of $2.54 billion. Truwealth Advisors provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. The firm's clients primarily consist of high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Truwealth Advisors, LLC

2700 LAKE VILLA DRIVE

METAIRIE, LA 70002-6785

$2.54B

Assets Under Management

146

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Simmons’s Registration & Firm History

LA

07/17/2020 - Present

Truwealth Advisors, LLC (METAIRIE LA)

LA

07/20/2020 - 03/01/2024

PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)

LA

06/05/1991 - 07/23/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)

MN

06/05/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Lee Simmons.
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