Dorothy Broadhead (CRD# 1802737) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Hoover, AL and has over 34 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truewealth Advisors, LLC | Hoover, AL | Feb 2019 - Current | 5 |
| Truewealth Advisors, LLC | Hoover, AL | Jan 2016 - Current | 8 |
| Proequities, Inc. | Birmingham, AL | Jun 2000 - Dec 2018 | 18 |
| First Protective Insurance Group | Birmingham, AL | Jun 2000 - Dec 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- AL
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts1,250ACCOUNTS
-
Average Account Value$284,701
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, LA, MS, NC, OK, SC, TN, TX
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