Courtney Nicole Bascom Truss
Chief Compliance Officer And Managing MemberBluewater Wealth Advisors, LLCCRD 7874018
About Courtney Nicole Bascom Truss
Courtney Nicole Bascom Truss is listed as Chief Compliance Officer And Managing Member at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Bluewater Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Courtney Nicole Bascom Truss work?
Courtney Nicole Bascom Truss is listed as Chief Compliance Officer And Managing Member at Bluewater Wealth Advisors, LLC on SEC Form ADV.
How much of Bluewater Wealth Advisors, LLC does Courtney Nicole Bascom Truss own?
Form ADV reports a beneficial ownership band of 5-10%.
Bluewater Wealth Advisors, LLC
| Title | Chief Compliance Officer And Managing Member |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2024 |