Troy D. Williamson

TRUEPATH FINANCIAL PLANNING

Albuquerque, NM 87111

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CRD#: 7414322

Professional summary

Troy D Williamson is a registered financial advisor currently at TRUEPATH FINANCIAL PLANNING located in Albuquerque, New Mexico.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Troy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy D 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®

None

Experience

Current

October 1, 2021 - Present

TRUEPATH FINANCIAL PLANNING

Office #1: 3240-b Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111

RIA

CRD#: 144118

Albuquerque, NM

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

New Mexico
(10/4/2021)

IAR

Texas
(10/1/2021)

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: 10/1/2021

Uniform Investment Adviser Law Examination

Current Firm

TRUEPATH FINANCIAL PLANNING

CLEAR PATH FINANCIAL PLANNING | TRUEPATH FINANCIAL PLANNING LLC | TRUEPATH FINANCIAL PLANNING | CLEAR PATH FINANCIAL PLANNING, LLC

CRD#: 144118 / SEC#:

Arizona

Registered Investment Advisory firm - (8/14/2025 Approved)

New Mexico

Registered Investment Advisory firm - (5/21/2007 Approved)

Texas

Registered Investment Advisory firm - (8/13/2007 Approved)

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Contact information

Main Address

3240-b Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111

Mailing Address

Phone number

(505) 797-7765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 28,920,433

Red Flags

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

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Troy D. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy D Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEPATH FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2021

Current Firm

TRUEPATH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUEPATH FINANCIAL PLANNING

TRUST BUT VERIFY

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