Judy D. Holt

TRUEWEALTH ADVISORS

Hoover, AL 35244

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CRD#: 4824193

Professional summary

Judy Denise Holt, who also goes by Judy Denise Folette, Judy D Folette, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Hoover, Alabama.

Judy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Judy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Judy Denise Folette | Judy D Folette

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.

Judy Denise Holt is a Vice President at Central Alabama Cleaning Inc; Investment related: No; Location: 112 Morningside Drive Trussville Al 35173; Start date: 2024-05-21; Description: Pressure washing and janitorial accounts; Responsibilities: Keep the books, shop for supplies and clean when needed; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judy Denise Holt's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 7, 2024 - Present

TRUEWEALTH ADVISORS, LLC

Office #1: 2000 Southlake Park Suite 200, Hoover, AL 35244

RIA

CRD#: 298838

Hoover, AL

Past

March 2, 2012 - January 10, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Trussville, AL

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".

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
(5/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/1/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUEWEALTH ADVISORS, LLC - ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	1,439
AUM (Assets Under Management)	$ 438,937,842

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Judy D. Holt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Judy Denise Holt's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEWEALTH ADVISORS, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

TRUEWEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2024

Series 63

Date: 7/3/2012

SIE

Date: 10/1/2018

Series 6

Date: 3/1/2012

Current Firm

TRUEWEALTH ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUEWEALTH ADVISORS, LLC

TRUST BUT VERIFY

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