Paul G. Truesdell

TRUESDELL WEALTH

Ocala, FL 34482

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CRD#: 1564086

Professional summary

Paul Grant Truesdell, AIF® is a registered financial advisor currently at TRUESDELL WEALTH, INC. located in Ocala, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Paul has worked at 9 firms and has passed the Series 65, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TRUESDELL CONSULTING, INC. (TCI) A FL CORPORATION. SOLE SHAREHOLDER: PAUL GRANT TRUESDELL, PRESIDENT. 200 N.W. 52ND AVE, OCALA, FL 34482.TCI SERVES AS THE PRIMARY ARM FOR THE BUSINESS ACTIVITIES OF PAUL GRANT TRUESDELL, INCLUDING BUT NOT LIMITED TO FL INSURANCE AGENCY AND INSURANCE & SECURITIES LITIGATION, BROADCAST JOURNALISM AND NEWS. DUTIES INCLUDE GENERAL SUPERVISION AND ACTIVE ENGAGEMENT OF THE AFOREMENTIONED ON A LIMITED BASIS DURING NORMAL TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Grant Truesdell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 18, 2013 - Present

TRUESDELL WEALTH, INC.

Office #1: 200 N.w. 52nd Ave., Ocala, FL 34482

RIA

CRD#: 167112

Ocala, FL

Past

February 16, 2011 - September 20, 2013

TITAN SECURITIES

RIA

CRD#: 131392

OCALA, FL

Past

October 5, 2010 - September 20, 2013

TITAN SECURITIES

CRD#: 131392

OCALA, FL

Past

December 21, 2007 - October 6, 2010

BROOKSTONE SECURITIES, INC.

RIA

CRD#: 13366

OCALA, FL

Past

December 20, 2007 - October 6, 2010

BROOKSTONE SECURITIES, INC.

CRD#: 13366

OCALA, FL

Past

April 10, 2003 - December 17, 2007

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

OCALA, FL

Past

June 17, 2002 - December 18, 2007

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

OCALA, FL

Past

June 14, 2002 - December 17, 2007

ASSOCIATED SECURITIES CORP.

CRD#: 12969

OCALA, FL

Past

February 28, 1997 - June 14, 2002

THE ADVISORS GROUP, INC.

RIA

CRD#: 14035

DUNNELLON, FL

Past

February 28, 1997 - June 14, 2002

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

November 20, 1995 - April 15, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 12, 1993 - October 24, 1995

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

December 5, 1986 - February 20, 1993

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/18/2013)

IAR

Indiana
(2/5/2016)

IAR

Iowa
(8/4/2015)

IAR

Massachusetts
(4/25/2016)

IAR

Michigan
(3/21/2016)

IAR

Minnesota
(10/12/2015)

IAR

New York
(8/20/2021)

IAR

Ohio
(10/7/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 62

Date: 12/27/1994

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUESDELL WEALTH, INC.

FIXED COST FINANCIAL, INC | TRUESTAR ADVISORS, INC. | TRUESDELL WEALTH, INC.

CRD#: 167112 / SEC#:

Florida

Registered Investment Advisory firm - (6/18/2013 Approved)

Indiana

Registered Investment Advisory firm - (2/5/2016 Approved)

Iowa

Registered Investment Advisory firm - (8/4/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (4/25/2016 Approved)

Michigan

Registered Investment Advisory firm - (3/16/2016 Approved)

Minnesota

Registered Investment Advisory firm - (10/12/2015 Approved)

New York

Registered Investment Advisory firm - (3/25/2016 Approved)

Ohio

Registered Investment Advisory firm - (10/7/2015 Approved)

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Contact information

Main Address

200 N.w. 52nd Ave., Ocala, FL 34482

Mailing Address

Phone number

(212) 433-2525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 4,923,097

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Paul G. Truesdell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Grant Truesdell's CRS (Customer Relationship Summary).

Certified licenses

Experience

TITAN SECURITIES

TITAN SECURITIES

BROOKSTONE SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

THE ADVISORS GROUP, INC.

THE ADVISORS GROUP, INC.

MML INVESTORS SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2000

Series 62

Date: 12/27/1994

Series 6

Date: 11/25/1986

Current Firm

TRUESDELL WEALTH, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUESDELL WEALTH, INC.

TRUST BUT VERIFY

Contact information

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