Paul
Marks
Truewealth Advisors, LLC
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About this Advisor
Paul Marks is a certified financial planner working out of Birmingham, Alabama with 4 years of relevant experience. Marks currently works for Truewealth Advisors, LLC. Their career trajectory has included roles at Concourse Financial Group Securities and Truewealth Advisors, LLC. Marks has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Alabama and Texas. Truewealth Advisors, LLC is an advisory firm based out of Birmingham, AL. The investment advisory business has offices in nine locations and a total of 20 advisors. It manages $307 million in assets under management among its 1,142 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,142 client accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Truewealth Advisors, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on which service is provided. Fees charged by Truewealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truewealth Advisors, LLC Brokerage Details
$306,522,968
20
1,142
$268,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Paul Marks Work History
Paul has been registered as a financial advisor for 4 years.*
Truewealth Advisors, LLC
Truewealth Advisors, LLC
Concourse Financial Group Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Marks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truewealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Huntsville, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Gulf Shores, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
