Paul Benson Marks
Chief Executive Officer at TrueWealth Advisors LLC
Profile
Mr. Paul B.
Marks is a Chief Executive Officer & Wealth Advisor at TrueWealth Advisors LLC.
In March of 2005, Mr. Marks entered the Financial Services industry, joining a nationally recognized actuarial firm and working with small to medium sized company retirement plans.
In 2009, he joined ProEquities as an Investment Advisor.
He received his undergraduate degree from the University of Florida and a graduate degree from the University of Florida.
He is a Certified Financial Planner.
He holds the advanced designation of Chartered Retirement Plan Specialist from the College for Financial Planning in Denver
Paul Benson Marks active positions
| Companies | Position | Start |
|---|---|---|
TrueWealth Advisors LLC
 TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Chief Executive Officer | 2018-09-30 |
Training of Paul Benson Marks
| University of Florida | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
TrueWealth Advisors LLC
TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Finance |
- Stock Market
- Insiders
- Paul Benson Marks
