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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Carlos Parrie is a financial advisor with Truwealth Advisors, LLC in Metairie, Louisiana. James has been in the industry since 1991 and has a diverse range of experience in providing financial advice to individuals, corporations, and charitable organizations. James is registered as an Investment Advisor Representative in Louisiana and Texas and is licensed to sell securities in Louisiana. James holds a Series 63, 66, 7, and 99 licenses and has extensive knowledge of investment products and strategies. James is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
07/17/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/20/2020 - 03/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
03/17/2009 - 07/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
NA
01/01/1991 - 06/14/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/01/1991 - 06/14/1994
IDS LIFE INSURANCE COMPANY
BOTH
Issued 05/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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