Unclaimed Profile

Larry Jason Sims

TRUEWEALTH ADVISORS, LLC·HOOVER, Alabama

SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredTRUEWEALTH ADVISORS, LLC

2000 SOUTHLAKE PARK, HOOVER, AL 35244CRD# 4609917Firm CRD# 298838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Jason Sims · HOOVER, AL

Registration

CRD #4609917 · TRUEWEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CETERA WEALTH SERVICES, LLC

Feb 2025 – present

TRUEWEALTH ADVISORS, LLC

Feb 2019 – present

INVESTMENT ADVISORS

Jan 2019 – Jan 2019

Montgomery, AL

INVESTMENT ADVISORS

Jan 2005 – Dec 2018

Montgomery, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEWEALTH ADVISORS, LLC

CRD 298838 · SEC 801-114236

AUM

$356M

Regulatory assets under management

Employees

1,250 client accounts

Services offered by TRUEWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUEWEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Larry Jason Sims offer?

Larry Jason Sims specializes in Financial Planning, Investment Management. Contact their office in HOOVER, Alabama for a consultation.

What are Larry Jason Sims's credentials?

Larry Jason Sims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Jason Sims located?

Larry Jason Sims is based in HOOVER, Alabama, working with TRUEWEALTH ADVISORS, LLC. Their office serves clients in the HOOVER metropolitan area and surrounding communities.

How does Larry Jason Sims charge for services?

Larry Jason Sims's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEWEALTH ADVISORS, LLC?

TRUEWEALTH ADVISORS, LLC has approximately 21 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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