Matthew
Rodrigue
Truwealth Advisors, LLC
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About this Advisor
Matthew Rodrigue is a financial advisor working out of Metairie, Louisiana with 3 years of industry experience. Rodrigue is an employee of Truwealth Advisors, LLC. Over the course of their career, they have held roles at Columbia Management Investment Distributors Inc, Invesco, Ameriprise Financial Services Inc, Iberia Capital Partners L.L.C, Ameriprise Financial Services, Inc, Truwealth Advisors, LLC and Purshe Kaplan Sterling Investments. Rodrigue holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana and Texas. Truwealth Advisors, LLC is a financial advisory firm operating out of Metairie, LA. The investment advisory business has offices in two locations and a total of 36 financial advisors. It oversees $2 billion in total assets across its 6,108 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 6,108 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Truwealth Advisors, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truwealth Advisors, LLC Brokerage Details
$1,673,599,482
36
6,108
$274,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Rodrigue Work History
Matthew has been registered as a financial advisor for 3 years.*
Truwealth Advisors, LLC
Purshe Kaplan Sterling Investments
Truwealth Advisors, LLC
Ameriprise Financial Services, Inc
Iberia Capital Partners L.L.C
Ameriprise Financial Services Inc
Invesco
Columbia Management Investment Distributors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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