Courtney Truss (CRD# 7874018) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.
CRD# 5419446
Stifel, Nicolaus & Company, Incorporated
CRD# 4232659
Rfg Advisory, LLC
CRD# 6975212
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluewater Wealth Advisors, LLC | Birmingham, AL | Mar 2024 - Current | < 1 |
| Homemaker/unemployed | Birmingham, AL | Aug 2023 - Feb 2024 | < 1 |
| Oakworth Capital Bank | Birmingham, AL | Dec 2013 - Aug 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- AL
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL
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