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Lana Cherie Odom

Twru Private Wealth Management, LLC

Baton Rouge, LA

CRD 6363413

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Employer firm

Twru Private Wealth Management, LLC CRD 117222

$78.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

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

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
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