Paul Marks's Location
Birmingham, Alabama, United States
Paul Marks's Work
- Wealth Advisor @ TrueWealth Advisors, LLC
- Wealth Advisor @ ProEquities, Inc.
- Managing Consultant @ Actuarial Consulting Group Inc
- Senior Insurance Examiner @ Florida Department of Financial Services
- Insurance Examiner @ Florida Surplus Lines Service Office (FSLSO)
- Chief Executive Officer - Wealth Advisor @ TrueWealth Advisors, LLC
Paul Marks's Education
- University of Florida - Warrington College Of Business
BS (Finance)
1998 - 2002 - College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
2012 - 2014 - Jacksonville University1998 - 1999
Paul Marks's Summary
Paul Marks, based in Birmingham, Alabama, United States, is currently a Wealth Advisor at TrueWealth Advisors, LLC, bringing experience from previous roles at ProEquities, Inc., Actuarial Consulting Group Inc, Florida Department of Financial Services and Florida Surplus Lines Service Office (FSLSO). Paul Marks holds a 1998 - 2002 BS in Finance @ University of Florida - Warrington College Of Business. Paul Marks has 4 emails and 1 mobile phone number on RocketReach.
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