Freddy Joe Williamson

Employer firm

Truewealth Advisors, LLC CRD 298838

$547M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1979 → Present
  (Dba) Williamson Financial Services, Inc
  Trussville, AL
• 03/1987 → 12/2024
  Concourse Financial Group Securities Inc
  Trussville, AL
• 03/2021 → Present
  (Dba) Truewealth Advisors Llc
  Trussville, AL

Previous Registrations

• 2006-03-27 → 2021-03-01
  Concourse Financial Group Securities, Inc.
  Trussville, AL
  Trussville, AL

Other Businesses

(dba) WILLIAMSON FINANCIAL SERVICES; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/1979; 160 hours per month; Financial planning and insurance. >> WILLIAMSON FINANCIAL SERVICES; Non-Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/2002; 1 hour per month; Landlord for the building I own of which I occupy approximately 1/3 of the business and lease the other 2 suites to another non-financial business. >> (dba) TRUEWEALTH ADVISORS LLC; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Financial and Insurance Services; Financial Adviser; Start Date 03/2021; 50 hours per month with 40 of those hours per month occurring during trading hours; Provide investment advisory services. >> RAILROAD COMMUNITY CREDIT UNION; Non-Investment Related; Irondale, AL; Board Member; Board Member; Start Date 06/2021; 2 hours per month with those 2 hours per month occurring during trading hours; Management and meet monthly with approximately 10 other board members to discuss the month's activities and decisions.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-25
• S63 Uniform Securities Agent State Law Examination
  1986-07-18

Other Names

• Freddy Williamson