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Courtney Nicole Bascom Truss

Bluewater Wealth Advisors, LLC

Vestavia Hills, AL

CRD 7874018

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Employer firm

Bluewater Wealth Advisors, LLC CRD 330078

$146M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
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Nearby Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON

Nearby Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL

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