Jennifer Valteau (CRD# 3176214) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.
CRD# 2407195
Deane Retirement Strategies, Inc.
CRD# 3172450
Cetera Investment Advisers LLC
CRD# 4945227
Second Line Capital, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Truwealth Advisors, LLC | Metairie, LA | Feb 2022 - Current | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Feb 2024 | 3 |
Truwealth Advisors, LLC | Metairie, LA | Jul 2020 - Feb 2022 | 1 |
Ameriprise Financial Services, Inc. | Metairie, LA | Feb 1999 - Jul 2020 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- LA
- TX
-
Total Assets Under Management2,106MILLIONS
-
Total Number of Accounts6,613ACCOUNTS
-
Average Account Value$318,493
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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