Chuck Simmons
Chief Executive Officer at TruWealth Advisors LLC
Profile
Mr. Charles L.
Simmons is a Founder & Senior Financial Advisor at TruWealth Advisors LLC.
He specializes in financial planning, charitable giving, and estate planning strategies.
Mr. Simons started in the financial services industry in 1991.
He received his undergraduate degree from Tulane University (Louisiana).
Chuck Simmons active positions
| Companies | Position | Start |
|---|---|---|
TruWealth Advisors LLC
 TruWealth Advisors LLC Investment ManagersFinance TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors. | Chief Executive Officer | 2020-05-31 |
Training of Chuck Simmons
| Tulane University (Louisiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
TruWealth Advisors LLC
TruWealth Advisors LLC Investment ManagersFinance TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors. | Finance |
- Stock Market
- Insiders
- Chuck Simmons
