Brian Paulk is a registered investment advisor, based in Hoover, AL, with 12 years of industry experience.
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a Vice President at Benefit Planners, Inc. offering insurance and securities, and a Wealth Advisor at TrueWealth Advisors LLC. He also owns Insight Financial Solutions LLC for insurance sales and investment advisory fees, and is the Treasurer on the board for Arrowhead Country Club, dedicating a few hours per week. Brian holds power of attorney for his wife.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Truewealth Advisors, LLC
Previous Registrations
Investment Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.