Ronald 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.
Ronald Paulk’s longest registration is the current one, 5 years at TrueWealth Advisors since 2021. Before joining TrueWealth Advisors in 2021, Ronald Paulk was registered through Investment Advisors.
- Truewealth Advisors, LLCCurrent– present · 5 yearsGreenville, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 1 yearGreenville, AL · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Ronald Paulk is registered as an investment adviser representative in Alabama, since January 2021.
- AlabamaSince 6 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 27 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 1992 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ronald Dewey Paulk
- CRD
- 2302319
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 500 E. COMMERCE STREET, Greenville, AL 36037
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Ronald Paulk work?
Ronald 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 Ronald Paulk a financial advisor?
Yes. Ronald Paulk has a current investment-adviser registration in Alabama, through TrueWealth Advisors since January 2021.
How many years of experience does Ronald Paulk have?
Ronald Paulk has 33 years in the financial industry, since December 1992, across 2 adviser firms.
What exams has Ronald Paulk passed?
Ronald Paulk has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in December 1992. FINRA credited Ronald Paulk with the SIE, which began in October 2018.
Where did Ronald Paulk work before TrueWealth Advisors?
Before TrueWealth Advisors, Ronald Paulk was registered through Investment Advisors, November 2019 to January 2021.
Where is Ronald Paulk based?
Ronald Paulk’s registered office is in Greenville, AL.
Is Ronald Paulk registered with FINRA?
Yes. Ronald Paulk has a current broker registration, under CRD 2302319.
Source: FINRA BrokerCheck
How can I verify Ronald Paulk’s record?
Search CRD 2302319 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ronald Paulk’s full registration record.
