Warren Berry Marshall
Investment adviser representative at Truewealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$547.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Truewealth Advisors, LLCMar 2024 to now
- Trueweatlh Advisors LLCMar 2024 to now
- Cetera Wealth Services, LLCFeb 2025 to Oct 2025
- (dba) Ella Valley Wealth AdvisorsMar 2022 to Mar 2024
- Concourse Financial Group Securities IncMar 2021 to Feb 2025
- (dba) Vision Financial GroupMar 2021 to Feb 2022
- MML Investors Services, LLCJan 2021 to Mar 2021
- Massmutual Life InsuranceJun 2020 to Mar 2021
- Roger Rice/independent ContractorJan 2018 to Feb 2019
- Auburn UniversityAug 2017 to May 2020
- Best Tire and AutoMay 2017 to Aug 2017
- Southern Union UniversityAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AL).
Truewealth Advisors, LLC
$547.5MAssets managed
1,104Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7327346
- Firm CRD
- 298838