Unclaimed Profile

Paul Benson Marks

TRUEWEALTH ADVISORS, LLC·HOOVER, Alabama

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record21 years registeredTRUEWEALTH ADVISORS, LLC

2000 SOUTHLAKE PARK, HOOVER, AL 35244CRD# 4948330Firm CRD# 298838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Benson Marks · HOOVER, AL

Registration

CRD #4948330 · TRUEWEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CETERA WEALTH SERVICES, LLC

Feb 2025 – present

TRUEWEALTH ADVISORS, LLC

Feb 2019 – present

INVESTMENT ADVISORS

Apr 2009 – Jan 2019

Montgomery, AL

ACG ADVISORY SERVICES INC

Jun 2006 – Mar 2009

MIDLOTHIAN, VA

GREENBOOK INVESTMENT MANAGEMENT, INC.

Jun 2005 – Oct 2005

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 22, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEWEALTH ADVISORS, LLC

CRD 298838 · SEC 801-114236

AUM

$356M

Regulatory assets under management

Employees

1,250 client accounts

Services offered by TRUEWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUEWEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Benson Marks offer?

Paul Benson Marks specializes in Financial Planning, Investment Management. Contact their office in HOOVER, Alabama for a consultation.

What are Paul Benson Marks's credentials?

Paul Benson Marks holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Benson Marks located?

Paul Benson Marks is based in HOOVER, Alabama, working with TRUEWEALTH ADVISORS, LLC. Their office serves clients in the HOOVER metropolitan area and surrounding communities.

How does Paul Benson Marks charge for services?

Paul Benson Marks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEWEALTH ADVISORS, LLC?

TRUEWEALTH ADVISORS, LLC has approximately 21 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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