TruWealth Advisors, LLC (“TruWealth”) is an SEC registered investment adviser located in Louisiana. Registration does not imply a certain level of skill or training. TruWealth may only transact business in those states in which it is notice filed or qualifies for an exemption from notice filing requirements. Additional information about TruWealth, including our registration status, fees, and services is available on the SEC’s website at https://adviserinfo.sec.gov/firm/summary/306876.
The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors.
TruWealth does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TruWealth’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
TruWealth is not a law firm our accountant. Nothing herein should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and/or accountant.
Fidelity Institutional SM and Fidelity Investments (together “Fidelity”) is an independent company, unaffiliated with TruWealth Advisors. Fidelity is a service provider to TruWealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by TruWealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered trademark of FMR LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and TruWealth Advisors, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.