Judy Holt has been an investment adviser representative at TrueWealth Advisors since May 2024, 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.
- Truewealth Advisors, LLCCurrent– present · 2 yearsHoover, AL · Adviser representative · Firm CRD 298838
Investment adviser representative registrations
Judy Holt is registered as an investment adviser representative in Alabama, since May 2024.
- AlabamaSince 7 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 March 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Judy Denise Holt
- CRD
- 4824193
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 2000 SOUTHLAKE PARK, SUITE 200, Hoover, AL 35244
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Judy Holt work?
Judy Holt is an investment adviser representative registered through Truewealth Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Judy Holt a financial advisor?
Yes. Judy Holt has a current investment-adviser registration in Alabama, through TrueWealth Advisors since May 2024.
How many years of experience does Judy Holt have?
Judy Holt has 14 years in the financial industry, since June 2012, across 1 adviser firm.
What exams has Judy Holt passed?
Judy Holt has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2012. FINRA credited Judy Holt with the SIE, which began in October 2018.
Where is Judy Holt based?
Judy Holt’s registered office is in Hoover, AL.
Is Judy Holt registered with FINRA?
No. Judy Holt has no current broker registration.
How can I verify Judy Holt’s record?
Search CRD 4824193 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Judy Holt’s full registration record.
