Paul Benson Marks
CFP®Professional Summary
Paul Benson Marks, CFP® is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Hoover, Alabama and CETERA WEALTH SERVICES, LLC located in Montgomery, Alabama. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Paul has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Current Firm
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
Contact Information
Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244Phone Number
(205) 588-4800# of Employees
21SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,614AUM (Assets Under Management)
$547,498,774Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
Primary Firm SEC Registration
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT
State Registrations and Notice Filings
(2/2/2019)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(2/20/2025)
(9/6/2019)
(2/20/2025)
(2/20/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2009About the Series 6 examSRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
CRS (Client Relationship Summary) - RIA
Click below to view Paul Benson Marks's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEVENSUEDE INVESTMENT ADVISOR
LPL FINANCIAL LLC
INVESTING FOREVER ADVISORY
