Best Investors Account Sign in
Inactive

Courtney Nicole Bascom Truss

Bluewater Wealth Advisors, LLC

Vestavia Hills, AL

Claim This Profile
Current Employers
Bluewater Wealth Advisors, Llc

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-28
  • AL RA
    APPROVED
    Since 2024-03-28

Branch Locations

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakworth Capital Bank Birmingham AL 12/2013 08/2023
Bluewater Wealth Advisors, Llc Birmingham AL 03/2024 Present
Homemaker/Unemployed Birmingham AL 08/2023 02/2024
  • 12/2013 → 08/2023
    Oakworth Capital Bank
    Birmingham, AL
  • 03/2024 → Present
    Bluewater Wealth Advisors, Llc
    Birmingham, AL
  • 08/2023 → 02/2024
    Homemaker/Unemployed
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-07
Other Names
  • Courtney Nicole Bascom Truss
  • Courtney Nicole Bascomb Truss

View on SEC IAPD

Other Firms

RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BCR WEALTH STRATEGIES
CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC

Other Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON
ERIC JOSEPH BLAKE
HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL

More in Vestavia Hills, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor