Brian Paulk has been an investment adviser representative at TrueWealth Advisors since January 2021, and is not listed among the firm’s executive officers or direct owners.
Truewealth Advisors, LLC is a Hoover, AL firm with $547M under management, 1,104 clients and 13 advisers across 10 offices, as of its August 2026 filing.
Brian Paulk’s longest registration was 6 years at Investment Advisors (2014–2021). Before joining TrueWealth Advisors in 2021, Brian Paulk was registered through Investment Advisors.
- Truewealth Advisors, LLCCurrent– present · 5 yearsMontgomery, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 6 yearsGreenville, AL · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Brian Paulk is registered as an investment adviser representative in Alabama, since January 2021.
- AlabamaSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 December 2014 |
| Series 7 | General Securities Representative Examination | 7 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Heath Paulk
- CRD
- 6137327
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 5310 Atlanta Highway, Montgomery, AL 36109
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Paulk work?
Brian Paulk is an investment adviser representative registered through Truewealth Advisors, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Paulk a financial advisor?
Yes. Brian Paulk has a current investment-adviser registration in Alabama, through TrueWealth Advisors since January 2021.
How many years of experience does Brian Paulk have?
Brian Paulk has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Brian Paulk passed?
Brian Paulk has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2013. FINRA credited Brian Paulk with the SIE, which began in October 2018.
Where did Brian Paulk work before TrueWealth Advisors?
Before TrueWealth Advisors, Brian Paulk was registered through Investment Advisors, December 2014 to January 2021.
Where is Brian Paulk based?
Brian Paulk’s registered office is in Montgomery, AL.
Is Brian Paulk registered with FINRA?
Yes. Brian Paulk has a current broker registration, under CRD 6137327.
Source: FINRA BrokerCheck
How can I verify Brian Paulk’s record?
Search CRD 6137327 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Paulk’s full registration record.
