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Courtney Nicole Bascom Truss

BLUEWATER WEALTH ADVISORS, LLC·VESTAVIA HILLS, Alabama
Unclaimed Profile
4553 PINE TREE CIRCLE, VESTAVIA HILLS, AL 35243CRD# 7874018Firm CRD# 330078
01

About

Courtney Nicole Bascom Truss is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with BLUEWATER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUEWATER WEALTH ADVISORS, LLC
BLUEWATER WEALTH ADVISORS, LLC
AUM
$102M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BLUEWATER WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7874018
Firm CRD# 330078
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in VESTAVIA HILLS
Brian Alan Ryals — RFG ADVISORY, LLCHamilton Perkins Bouchelle Poynor — RFG ADVISORY GROUP, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCBobby Ray Trust White — RFG ADVISORY, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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