Courtney
Truss
Bluewater Wealth Advisors, LLC
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About this Advisor
Courtney Truss is a financial advisor based in Birmingham, Alabama, working with Bluewater Wealth Advisors, LLC. Courtney has previously held positions at Oakworth Capital Bank, Bluewater Wealth Advisors, LLC, and as a homemaker/unemployed. Courtney has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Courtney is part of Bluewater Wealth Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 3 offices and 3 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bluewater Wealth Advisors, LLC includes asset-based and fixed fees.
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Fee Structure
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Bluewater Wealth Advisors, LLC Brokerage Details
3
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Courtney Truss Work History
Bluewater Wealth Advisors, LLC
Homemaker/Unemployed
Oakworth Capital Bank
Disclosures
Please visit the SEC profile of Courtney Truss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluewater Wealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
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