Matthew Rodrigue (CRD# 5694231) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 14 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truwealth Advisors, LLC | Metairie, LA | Jan 2022 - Current | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Feb 2024 | 3 |
| Truwealth Advisors, LLC | Metairie, LA | Jul 2020 - Jan 2022 | 1 |
| Ameriprise Financial Services, Inc. | Metairie, LA | Jan 2018 - Jul 2020 | 2 |
| Iberia Capital Partners LLC | New Orleans, LA | Oct 2015 - Dec 2017 | 2 |
| Ameriprise Financial Services Inc. | Metairie, LA | Jun 2014 - Oct 2015 | 1 |
| Invesco | Houston, TX | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- 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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