Paul Benson Marks

Director Ejecutivo en TrueWealth Advisors LLC .

Consumer Services

Finance

Perfil

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

Cargos activos de Paul Benson Marks

Empresas	Cargo	Inicio
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.	Director Ejecutivo	01/10/2018

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Formación de Paul Benson Marks.

University of Florida

Graduate Degree

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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