Eileen Proud has been an investment adviser representative at WT Wealth Management since December 2015, and is not listed among the firm’s executive officers or direct owners.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
Eileen Proud is Senior Investment Advisor of WT Wealth Management, providing strategic financial advice. Before joining the firm she spent 10 years in Seattle in corporate accounting and finance departments, and in 1981 she founded True Financial Wealth Management, formerly Walker Financial Group. One of her specialties is working with family law lawyers and their clients.
Eileen Proud’s longest registration was 18 years at True Financial Wealth Management Firm LLC (1990–2008). Before joining WT Wealth Management in 2015, Eileen Proud was registered through True Financial Wealth Management Firm LLC and Financial Advisers of America, LLC.
- WT Wealth Management, LLCCurrent– present · 10 yearsTampa, FL · Adviser representative · Firm CRD 169566
- True Financial Wealth Management Firm LLC– · 7 yearsSedona, AZ · Adviser representative · Firm CRD 114896
- Financial Advisers of America, LLC– · 5 yearsSedona, AZ · Adviser representative · Firm CRD 142170
- Girard Securities, Inc.– · 5 yearsTucson, AZ · Adviser representative · Firm CRD 18697
- Sentra Securities Corp– · 1 yearTucson, AZ · Adviser representative · Firm CRD 10249
- True Financial Wealth Management Firm LLC– · 18 yearsTucson, AZ · Adviser representative · Firm CRD 114896
Investment adviser representative registrations
Eileen Proud is registered as an investment adviser representative in 10 states. The first approvals date from February 2016; the most recent is North Carolina, in November 2025.
- ArizonaSince 19 February 2016
- CaliforniaSince 21 July 2016
- ColoradoSince 24 September 2025
- FloridaSince 14 July 2025
- GeorgiaSince 22 December 2022
- IdahoSince 1 December 2021
- NevadaSince 22 November 2016
- North CarolinaSince 19 November 2025
- OregonSince 22 November 2023
- WashingtonSince 13 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 1995 |
| Series 24 | General Securities Principal Examination | 30 April 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 1982 |
| Series 7 | General Securities Representative Examination | 19 December 1981 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eileen Mariel Proud
- CRD
- 1019703
- Firm
- WT Wealth Management · CRD 169566
- Office
- Tampa, FL
- Registration
- Investment adviser registration
- In the industry since
- July 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does Eileen Proud work?
Eileen Proud is an investment adviser representative registered through WT Wealth Management, LLC since December 2015, and is not listed among the firm’s executive officers or direct owners.
Is Eileen Proud a financial advisor?
Yes. Eileen Proud has a current investment-adviser registration in Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, North Carolina, Oregon and Washington, through WT Wealth Management since December 2015.
How many years of experience does Eileen Proud have?
Eileen Proud has 36 years in the financial industry, since July 1990, across 5 adviser firms.
What exams has Eileen Proud passed?
Eileen Proud has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in December 1981.
Where did Eileen Proud work before WT Wealth Management?
Before WT Wealth Management, Eileen Proud was registered through Financial Advisers of America, LLC, January 2008 to April 2013; Girard Securities, Inc., September 2002 to January 2008; Sentra Securities Corp, August 2001 to September 2002; True Financial Wealth Management Firm LLC, July 1990 to December 2008.
Where is Eileen Proud based?
Eileen Proud’s registered office is in Tampa, FL.
Is Eileen Proud registered with FINRA?
No. Eileen Proud has no current broker registration.
How can I verify Eileen Proud’s record?
Search CRD 1019703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eileen Proud’s full registration record.
