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Freddy Joe Williamson

Truewealth Advisors, LLC

Trussville, AL

Hoover, AL

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Current Employers
Truewealth Advisors, Llc

2000 Southlake Park Suite 200, Hoover, AL 35244 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-03-04
  • AL RA
    APPROVED
    Since 2021-03-04

Branch Locations

198 Main Street Suite 100, Trussville, AL 35173 • United States

2000 Southlake Park Suite 200, Hoover, AL 35244 • 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
(Dba) Williamson Financial Services, Inc Trussville AL 09/1979 Present
Concourse Financial Group Securities Inc Trussville AL 03/1987 12/2024
(Dba) Truewealth Advisors Llc Trussville AL 03/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-25
S63 Uniform Securities Agent State Law Examination 1986-07-18
  • S66 Uniform Combined State Law Examination
    2006-03-25
  • S63 Uniform Securities Agent State Law Examination
    1986-07-18
Other Names
  • Freddy Williamson

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