RP
Ronald D. Paulk
TRUEWEALTH ADVISORS
GREENVILLE, AL 36037
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CRD#: 2302319
RP
Professional summary
Ronald Dewey Paulk, who also goes by Ronnie Paulk, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Greenville, Alabama and CETERA WEALTH SERVICES, LLC located in Greenville, Alabama.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Ronald has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronnie Paulk
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.
TRUEWEALTH LLC; Investment Related; 500 E Commerce Street, Greenville, AL 36037; Advisory; Financial Advisor; Start Date 01/2021; 100 hours, more or less, per month with the majority of those hours per month occurring during trading hours; Open and manage client advisory accounts. >> (dba) RONNIE D PAULK & ASSOCIATES; Investment Related; 500 East Commerce Street, Greenville, AL 36037;Financial Services; Owner/President; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> (dba) BENEFIT PLANNERS, INC.; Investment Related; 500 East Commerce Street, Greenville, AL 36037; Financial Services; Owner; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> POA; Investment Related; Fort Deposit, AL; Other; Power of Attorney (POA); Start Date 04/2019; 5 hours per month with varied time per month occurring during trading hours; I hold power of attorney for my mother.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Dewey Paulk'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®
NoneExperience
Current
January 6, 2021 - Present
TRUEWEALTH ADVISORS, LLC
Office #1: 500 E. Commerce Street, Greenville, AL 36037RIA
CRD#: 298838
GREENVILLE, AL
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 500 E Commerce Street, Greenville, AL 36037Office #2: 5310 Atlanta Highway, Montgomery, AL 36109BD
CRD#: 13572
Greenville, AL
Past
November 21, 2019 - January 4, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Greenville, AL
Past
February 13, 1995 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Greenville, AL
Past
December 21, 1992 - March 3, 1995
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(1/6/2021)
RR
Alabama(2/20/2025)
RR
Arkansas(2/20/2025)
RR
California(2/20/2025)
RR
District of Columbia(2/20/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
RR
Kentucky(2/20/2025)
RR
Louisiana(2/20/2025)
RR
Maryland(2/20/2025)
RR
Mississippi(2/20/2025)
RR
Tennessee(2/20/2025)
RR
Texas(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
CRD#: 298838 / SEC#: 801-114236
RIA
Registered Investment Advisory firm - (10/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,439 |
| AUM (Assets Under Management) | $ 438,937,842 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUEWEALTH ADVISORS, LLC
CRD#: 298838Greenville, AL 36037TRUST BUT VERIFY
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