Matthew
Rodrigue
Truwealth Advisors, LLC
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About this Advisor
Matthew Rodrigue is a financial advisor based in Metairie, Louisiana, working with Truwealth Advisors, LLC. Matthew has previously held positions at Ameriprise Financial Services Inc, Iberia Capital Partners L.L.C, Ameriprise Financial Services, Inc, Truwealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Matthew is part of Truwealth Advisors, LLC, which operates out of Metairie, Louisiana. The firm has 1 office and 34 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Truwealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truwealth Advisors, LLC Brokerage Details
$2,106,194,250
34
6,613
$318,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Rodrigue Work History
Truwealth Advisors, LLC
Purshe Kaplan Sterling Investments
Truwealth Advisors, LLC
Ameriprise Financial Services, Inc
Iberia Capital Partners L.L.C
Ameriprise Financial Services Inc
Disclosures
Please visit the SEC profile of Matthew Rodrigue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truwealth Advisors, LLC
Metairie, LA
Mandeville, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
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