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Courtney Nicole Bascom Truss

BLUEWATER WEALTH ADVISORS, LLC·VESTAVIA HILLS, Alabama
Series 65Clean record2 years registeredBLUEWATER WEALTH ADVISORS, LLC
4553 PINE TREE CIRCLE, VESTAVIA HILLS, AL 35243CRD# 7874018Firm CRD# 330078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Courtney Nicole Bascom Truss · VESTAVIA HILLS, AL
Registration
CRD #7874018 · BLUEWATER WEALTH ADVISORS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

BLUEWATER WEALTH ADVISORS, LLC
Mar 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 28, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUEWATER WEALTH ADVISORS, LLC
CRD 330078 · SEC 801-129724
AUM
$102M
Regulatory assets under management
Employees
3
69 client accounts
Services offered by BLUEWATER WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUEWATER WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Courtney Nicole Bascom Truss offer?
Courtney Nicole Bascom Truss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.
What are Courtney Nicole Bascom Truss's credentials?
Courtney Nicole Bascom Truss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Nicole Bascom Truss located?
Courtney Nicole Bascom Truss is based in VESTAVIA HILLS, Alabama, working with BLUEWATER WEALTH ADVISORS, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.
How does Courtney Nicole Bascom Truss charge for services?
Courtney Nicole Bascom Truss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEWATER WEALTH ADVISORS, LLC?
BLUEWATER WEALTH ADVISORS, LLC has approximately 3 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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