Paul Marks Email
Chief Executive Officer - Wealth Advisor @ TrueWealth Advisors, LLC
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Paul Marks Location
- Birmingham, AL, US
Paul Marks Work
- 2014 - now Chief Executive Officer - Wealth Advisor @
- 2009 - now Wealth Advisor @ Cetera Wealth Services, LLC
- 2005 - 2009 Managing Consultant @
- 2002 - 2005 Senior Insurance Examiner @
- 2002 - 2002 Insurance Examiner @
- 2009 - now Wealth Advisor @ ProEquities, Inc.
Paul Marks Education
- College for Financial Planning
Certified Financial Planner, Financial Planning and Services (Financial Planning and Services)
2012 - 2014 - University of Florida - Warrington College Of Business
BS, Finance (Finance)
1998 - 2002 - Jacksonville University 1998 - 1999
Paul Marks Summary
- Paul Marks, based in Birmingham, AL, US, is currently a Chief Executive Officer - Wealth Advisor at TrueWealth Advisors, LLC. Paul Marks brings experience from previous roles at Cetera Wealth Services, LLC, Actuarial Consulting Group Inc, Florida Department of Financial Services and Florida Surplus Lines Service Office (FSLSO). Paul Marks holds a 2012 - 2014 Certified Financial Planner, Financial Planning and Services in Financial Planning and Services @ College for Financial Planning. Paul Marks has 3 emails on RocketReach.
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Top TrueWealth Advisors, LLC Employees
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