Paul Marks has held the title Member at TrueWealth Advisors since February 2014, is a control person of the firm and directly owns between 50% and 75% of it. Paul Marks holds a Bachelor's degree in Finance from the University of Florida.
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.
Paul B. Marks is Chief Executive Officer and Financial Advisor of TrueWealth Advisors. He began his career with the Florida Department of Insurance in the Office of Insurance Regulation, entered financial services in March 2005 at an actuarial firm working with small to medium sized company retirement plans, and joined ProEquities as an investment advisor in 2009. He is a founding member of TrueWealth Advisors.
Paul Marks’ longest registration was 9 years at Investment Advisors (2009–2019). Before joining TrueWealth Advisors in 2019, Paul Marks was registered through Investment Advisors and ACG Advisory Services Inc.
- Truewealth Advisors, LLCCurrent– present · 7 yearsHoover, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 9 yearsMontgomery, AL · Adviser representative · Firm CRD 15708
- ACG Advisory Services Inc– · 2 yearsMidlothian, VA · Adviser representative · Firm CRD 106259
- Greenbook Investment Management, Inc.– · under a yearTallahassee, FL · Adviser representative · Firm CRD 131563
Professional designations
Listed by TrueWealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plan Specialist (CRPS)
Investment adviser representative registrations
Paul Marks is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in September 2019.
- AlabamaSince 2 February 2019
- TexasResidentSince 6 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 November 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Benson Marks
- CRD
- 4948330
- Firm
- TrueWealth Advisors · CRD 298838
- Role
- Member
- Office
- 2000 SOUTHLAKE PARK, SUITE 200, Hoover, AL 35244
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- truewealthllc.com
Where does Paul Marks work?
Paul Marks has held the title Member at Truewealth Advisors, LLC since February 2014, and is a control person of the firm.
Is Paul Marks a financial advisor?
Yes. Paul Marks has a current investment-adviser registration in Alabama and Texas, through TrueWealth Advisors since February 2019.
How many years of experience does Paul Marks have?
Paul Marks has 20 years in the financial industry, since March 2006, across 4 adviser firms.
What exams has Paul Marks passed?
Paul Marks has passed 4 licensing exams: the Series 65, Series 63, Series 6 and Series 7. The earliest, the Series 65, was passed in March 2005. FINRA credited Paul Marks with the SIE, which began in October 2018.
Where did Paul Marks work before TrueWealth Advisors?
Before TrueWealth Advisors, Paul Marks was registered through Investment Advisors, April 2009 to January 2019; ACG Advisory Services Inc, June 2006 to March 2009; Greenbook Investment Management, Inc., June 2005 to October 2005.
Where is Paul Marks based?
Paul Marks’ registered office is in Hoover, AL.
Is Paul Marks registered with FINRA?
Yes. Paul Marks has a current broker registration, under CRD 4948330.
Source: FINRA BrokerCheck
Is Paul Marks a CFP?
TrueWealth Advisors lists Paul Marks with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Paul Marks’ record?
Search CRD 4948330 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Marks’ full registration record.