Ramon
Cesta
Truwealth Advisors, LLC
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About this Advisor
Ramon Cesta is a financial advisor working in Metairie, Louisiana with 3 years of industry experience. Cesta is an employee of Truwealth Advisors, LLC. Over the course of their career, they have held roles at Truwealth Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Ramon F. Cesta, Cpa, Apac and Ameriprise Financial Services, Inc. Cesta maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana and Texas. Truwealth Advisors, LLC is a financial advisory business that has its headquarters in Metairie, LA. The firm has offices in two locations and a total of 36 financial advisors. It oversees $2 billion in total assets between its 6,108 accounts, making it one of the biggest firms in the country by assets under management. Of its 6,108 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. Truwealth Advisors, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees vary depending on the financial services provided. However, fees billed by Truwealth Advisors, LLC likely consist of any blend of 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
Ramon Cesta Work History
Ramon has been registered as a financial advisor for 3 years.*
Truwealth Advisors, LLC
Ramon F. Cesta, Cpa, Apac
Purshe Kaplan Sterling Investments, Inc
Ameriprise Financial Services, 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 Ramon Cesta 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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