Paul Marks is a CFP-designated registered investment advisor, based in Hoover, AL, with 20 years of industry experience.
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a wealth advisor at TrueWealth Advisors, LLC, dedicating full-time hours to client meetings, financial planning, and accounting. He also manages real estate through JP Property Management LLC, owns a share of Evernest LLC, serves as trustee for a family trust, and co-owns Peep and Squeak Farms, LLC, spending about 10-20% of his time on the farm.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Investment Advisors
Acg Advisory Services INC
Greenbook Investment Management, INC.
State Registrations19 states
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