Warren Marshall has been an investment adviser representative at TrueWealth Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners. Warren Marshall holds a Degree in Finance from Auburn University.
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.
Berry Marshall is a Financial Advisor of TrueWealth Advisors, serving individuals, families and small business owners. He started his career at MassMutual, assisting families with their insurance needs, before joining Ella Valley Wealth Advisors as Director of Financial Planning for nearly three years.
Warren Marshall’s longest registration was 2 years at Concourse Financial Group Advisors (2021–2024). Before joining TrueWealth Advisors in 2024, Warren Marshall was registered through Concourse Financial Group Advisors.
- Truewealth Advisors, LLCCurrent– present · 2 yearsHoover, AL · Adviser representative · Firm CRD 298838
- Concourse Financial Group Advisors– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 15708
Professional designations
Listed by TrueWealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Warren Marshall is registered as an investment adviser representative in Alabama, since March 2024.
- AlabamaSince 15 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 June 2021 |
| Series 7TO | General Securities Representative Examination | 4 February 2021 |
| SIE | Securities Industry Essentials Examination | 17 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Warren Berry Marshall
- CRD
- 7327346
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 2000 SOUTHLAKE PARK, SUITE 200, Hoover, AL 35244
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewealthllc.com
Where does Warren Marshall work?
Warren Marshall is an investment adviser representative registered through Truewealth Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Warren Marshall a financial advisor?
Yes. Warren Marshall has a current investment-adviser registration in Alabama, through TrueWealth Advisors since March 2024.
How many years of experience does Warren Marshall have?
Warren Marshall has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Warren Marshall passed?
Warren Marshall has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.
Where did Warren Marshall work before TrueWealth Advisors?
Before TrueWealth Advisors, Warren Marshall was registered through Concourse Financial Group Advisors, June 2021 to March 2024.
Where is Warren Marshall based?
Warren Marshall’s registered office is in Hoover, AL.
Is Warren Marshall registered with FINRA?
No. Warren Marshall has no current broker registration.
Is Warren Marshall a CFP?
TrueWealth Advisors lists Warren Marshall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Warren Marshall’s record?
Search CRD 7327346 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Marshall’s full registration record.
