Larry Sims has been Managing Member and of TrueWealth Advisors since September 2017, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Larry Sims’ longest registration was 14 years at Investment Advisors (2005–2019). Before joining TrueWealth Advisors in 2019, Larry Sims was registered through Investment Advisors.
- Truewealth Advisors, LLCCurrent– present · 7 yearsHoover, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 14 yearsMontgomery, AL · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Larry Sims is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in September 2019.
- AlabamaSince 1 February 2019
- TexasResidentSince 9 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 December 2004 |
| Series 24 | General Securities Principal Examination | 1 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 February 2003 |
| Series 7 | General Securities Representative Examination | 18 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Larry Jason Sims
- CRD
- 4609917
- Firm
- TrueWealth Advisors · CRD 298838
- Role
- Managing Member and
- Office
- 2000 SOUTHLAKE PARK, SUITE 200, Hoover, AL 35244
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Larry Sims work?
Larry Sims has been Managing Member and of Truewealth Advisors, LLC since September 2017, and is a control person of the firm.
Is Larry Sims a financial advisor?
Yes. Larry Sims has a current investment-adviser registration in Alabama and Texas, through TrueWealth Advisors since February 2019.
How many years of experience does Larry Sims have?
Larry Sims has 23 years in the financial industry, since January 2003, across 2 adviser firms.
What exams has Larry Sims passed?
Larry Sims has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in December 2002. FINRA credited Larry Sims with the SIE, which began in October 2018.
Where did Larry Sims work before TrueWealth Advisors?
Before TrueWealth Advisors, Larry Sims was registered through Investment Advisors, January 2005 to January 2019.
Where is Larry Sims based?
Larry Sims’ registered office is in Hoover, AL.
Is Larry Sims registered with FINRA?
Yes. Larry Sims has a current broker registration, under CRD 4609917.
Source: FINRA BrokerCheck
How can I verify Larry Sims’ record?
Search CRD 4609917 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Larry Sims’ full registration record.
