Best Investors Account Sign in
Inactive

Lana Cherie Odom

Twru Private Wealth Management, LLC

Baton Rouge, LA

Claim This Profile
Current Employers
Twru Private Wealth Management, Llc

527 E. Airport Ave, Baton Rouge, LA 70806 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2015-10-23
  • LA RA
    APPROVED
    Since 2015-10-23

Branch Locations

527 E. Airport Ave, Baton Rouge, LA 70806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twru Cpas Baton Rouge LA 07/2005 Present
  • 07/2005 → Present
    Twru Cpas
    Baton Rouge, LA
Other Businesses

LANA IS A CPA AND SPENDS 98% OF HER TIME IN THIS ROLE. SHE IS A SOLICITOR FOR TWRU THE ADVISER ONLY.

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

More in Baton Rouge, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor