Freddy Williamson has been an investment adviser representative at TrueWealth Advisors since March 2021, and is not listed among the firm’s executive officers or direct owners.
Truewealth Advisors, LLC is a Hoover, AL firm with $547M under management, 1,104 clients and 13 advisers across 10 offices, as of its August 2026 filing.
Freddy Williamson is a Financial Advisor of TrueWealth Advisors. He founded Williamson Financial Services in 1979, which later merged with TrueWealth Advisors, and has more than 40 years of experience in the industry.
Freddy Williamson’s longest registration was 14 years at Investment Advisors (2006–2021). Before joining TrueWealth Advisors in 2021, Freddy Williamson was registered through Investment Advisors.
- Truewealth Advisors, LLCCurrent– present · 5 yearsTrussville, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 14 yearsTrussville, AL · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Freddy Williamson is registered as an investment adviser representative in Alabama, since March 2021.
- AlabamaSince 4 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 March 2006 |
| Series 7 | General Securities Representative Examination | 21 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 July 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Freddy Joe Williamson
- CRD
- 1513825
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 198 Main Street, Suite 100, Trussville, AL 35173
- Registration
- Investment adviser registration
- In the industry since
- July 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewealthllc.com
Where does Freddy Williamson work?
Freddy Williamson is an investment adviser representative registered through Truewealth Advisors, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Freddy Williamson a financial advisor?
Yes. Freddy Williamson has a current investment-adviser registration in Alabama, through TrueWealth Advisors since March 2021.
How many years of experience does Freddy Williamson have?
Freddy Williamson has 40 years in the financial industry, since July 1986, across 2 adviser firms.
What exams has Freddy Williamson passed?
Freddy Williamson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in July 1986. FINRA credited Freddy Williamson with the SIE, which began in October 2018.
Where did Freddy Williamson work before TrueWealth Advisors?
Before TrueWealth Advisors, Freddy Williamson was registered through Investment Advisors, March 2006 to March 2021.
Where is Freddy Williamson based?
Freddy Williamson’s registered office is in Trussville, AL.
Is Freddy Williamson registered with FINRA?
No. Freddy Williamson has no current broker registration.
How can I verify Freddy Williamson’s record?
Search CRD 1513825 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Freddy Williamson’s full registration record.
