RP
RP

Rose Perrilloux

15 Years of Experience
New Orleans, LA
Broker

Rose Perrilloux is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Orleans, LA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

New Orleans, LA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Rose is involved in several rental real estate businesses, including Airbnb, Le Chateau de Claiborne LLC, and Perrilloux Legacy Properties LLC. She is also a real estate agent with Coldwell Banker TEC Realtors and signed up to be an UberEats driver, dedicating about 10-20% of her time to the real estate agent role and a few hours per week to UberEats.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James & Associates, INC.
April 2016 - November 2024 · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
April 2016 - November 2024 · 8 yrs 7 mos
Capital One Advisors, LLC
January 2015 - December 2015 · 11 mos
Capital One Investing, LLCBroker
January 2015 - December 2015 · 11 mos
Capital One Financial Advisors LLC
June 2011 - January 2015 · 3 yrs 7 mos
Capital One Investment Services LLCBroker
March 2010 - January 2015 · 4 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.