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2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-03-04 |
Branch Locations
2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
2707 Artie St Sw, Ste 12, Huntsville, AL 35805 • United States
623 S Seminary St, Florence, AL 35630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Truewealth Advisors Of Huntsville Llc | Huntsville | AL | 12/2011 | 01/2022 |
| Concourse Financial Group Securities Inc | Birmingham | AL | 10/2009 | 02/2025 |
| (Dba) Truewealth Advisors | Huntsville | AL | 03/2021 | Present |
| Concourse Financial Group Securities Inc | Huntsville | AL | 10/2009 | 03/2021 |
| Cetera Wealth Services, Llc | Huntsville | AL | 02/2025 | Present |
TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC dba TRUEWEALTH ADVISORS; Investment Related; 2707 Artie Street SW, Suite 12, Huntsville, AL 35805; Financial Services; Senior Financial Planner; Start Date 03/2021; 180 hours, more or less, per month with the majority of those hours per month occurring during trading hours; I provide financial planning, financial advice, securities and insurance sales through this business activity with advisory services being offered as an IAR for TrueWealth Advisors LLC. >> KEN ASKEW - AGENT; Investment Related; 2707 Artie Street SW, Suite 12, Huntsville, AL 35805; Insurance; Owner; Start Date 03/2011; 20 hours per month with those 20 hours per month occurring during trading hours; Sale of life and health insurance products, including long-term care insurance. >> KEN ASKEW, LESSOR; Non-Investment Related; Residence, Russellville, AL 35653; Structural Rental; Owner; Start Date 06/2017; 1 hour per month with no hours occurring during trading hours; I own and rent a billboard structure to third parties; I am not involved in the development of content. >> BEECH TREE MEDIA; Non-Investment Related; Residence, Russellville, AL 35653; Media Production; Consultant; Start Date 02/2018; 6 hours per month with no hours per month during trading hours; Production of educational and/or professional branding media; I act as an executive consultant. >> ABSOLUTE STORAGE SOLUTIONS; Non-Investment Related; 111 Coffee Avenue SE, Russellville, AL 35653; Self Storage; Executive; Start Date 12/2018; 2 hours per month with no hours per month occurring during trading hours; I provide executive leadership for this family-owned storage facility. >> KEN ASKEW - AUTHOR/SPEAKER; Non-Investment Related; Residence, Russellville, AL 35653; Freelance Writer and public speaker; Start Date 11/2006; 6 hours per month with no hours during trading hours; Publishing and public speaking. >> POA; Non-Investment Related; Russellville, AL; Other; Power of Attorney (POA); Start Date 06/2012; No hours per month; I hold power of attorney for my spouse as an estate planning item. >> POA; Non-Investment Related; Russellville, AL; Other; Power of Attorney (POA); Start Date 06/2014; No hours per month; I hold power of attorney for my mother as an estate planning item.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-05 |
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