FW
Freddy J. Williamson
TRUEWEALTH ADVISORS
Trussville, AL 35173
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CRD#: 1513825
FW
Professional summary
Freddy Joe Williamson, who also goes by Freddy Williamson, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Trussville, Alabama.
Freddy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Freddy has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Freddy Williamson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(dba) WILLIAMSON FINANCIAL SERVICES; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/1979; 160 hours per month; Financial planning and insurance. >> WILLIAMSON FINANCIAL SERVICES; Non-Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/2002; 1 hour per month; Landlord for the building I own of which I occupy approximately 1/3 of the business and lease the other 2 suites to another non-financial business. >> (dba) TRUEWEALTH ADVISORS LLC; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Financial and Insurance Services; Financial Adviser; Start Date 03/2021; 50 hours per month with 40 of those hours per month occurring during trading hours; Provide investment advisory services. >> RAILROAD COMMUNITY CREDIT UNION; Non-Investment Related; Irondale, AL; Board Member; Board Member; Start Date 06/2021; 2 hours per month with those 2 hours per month occurring during trading hours; Management and meet monthly with approximately 10 other board members to discuss the month's activities and decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Freddy Joe Williamson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 4, 2021 - Present
TRUEWEALTH ADVISORS, LLC
Office #1: 198 Main Street Suite 100, Trussville, AL 35173RIA
CRD#: 298838
Trussville, AL
Past
March 27, 2006 - March 1, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Trussville, AL
Past
March 17, 1987 - December 31, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Trussville, AL
Past
July 17, 1986 - March 25, 1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(3/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,439 |
| AUM (Assets Under Management) | $ 438,937,842 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUEWEALTH ADVISORS, LLC
CRD#: 298838Trussville, AL 35173TRUST BUT VERIFY
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