Financial ADVSR advisor directory · SEC adviser records
Twru Private Wealth Management, LLC financial advisors in Baton Rouge, LA
Every SEC-registered investment adviser representative at a Twru Private Wealth Management, LLC office in Baton Rouge, A to Z.
The short answer
5 registered advisors work at Twru Private Wealth Management, LLC in Baton Rouge, out of 5 at the firm nationwide; it ranks number 28 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Twru Private Wealth Management, LLC advisors in Baton Rouge, A to Z
Every Twru Private Wealth Management, LLC advisor →- Sara M. DowningInvestment adviser rep
- Linda GibsonInvestment adviser rep
- David JohnsonCertified Financial Planner
- Lana C. OdomInvestment adviser rep
- Kerry G. UffmanCertified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
Twru Private Wealth Management, LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Baton Rouge
All Baton Rouge advisors →LPL Financial LLC 55Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Cetera Investment Advisers LLC 35Edward Jones 32J.P. Morgan Securities LLC 31Morgan Stanley 30Raymond James & Associates, Inc. 30Ameriprise Financial Services, LLC 29LPL Enterprise, LLC 18Pfs Investments Inc. 14State Farm Investment Management Corp. 14Valic Financial Advisors, Inc. 14
Questions
How many financial advisors does Twru Private Wealth Management, LLC have in Baton Rouge?
5 investment adviser representatives are registered at Twru Private Wealth Management, LLC offices in Baton Rouge, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Twru Private Wealth Management, LLC one of the largest advisor employers in Baton Rouge?
Twru Private Wealth Management, LLC ranks number 28 in Baton Rouge by registered advisors; LPL Financial LLC has the most, with 55.
How do I check a Twru Private Wealth Management, LLC advisor in Baton Rouge?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Twru Private Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.