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Brian Heath Paulk

Truewealth Advisors, LLC

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About Brian Heath Paulk

Brian Paulk is an investment advisor representative at Truewealth Advisors, LLC. Brian has been in the financial industry since 2013. Brian is registered with FINRA and has passed the Series 7, Series 66, and SIE exams. Brian is also registered with the state of Alabama as an investment advisor representative. Brian is a specialist in financial planning, portfolio management, and pension consulting. Brian is also a licensed insurance agent, specializing in life, supplemental health, variable annuity, fixed annuity, and indexed annuity insurance products.

Firm Information

Brian Paulk is currently registered with Truewealth Advisors, LLC. Truewealth Advisors, LLC is an investment advisor headquartered in Hoover, AL. The firm has 13 licensed agents and manages over $355 million in assets for 1,250 clients. Truewealth Advisors provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. The firm also has experience advising high-net-worth individuals, corporations, and charitable organizations.
Truewealth Advisors, LLC

2000 SOUTHLAKE PARK

HOOVER, AL 35244

$355.88M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Paulk’s Registration & Firm History

AL

01/05/2021 - Present

Truewealth Advisors, LLC (HOOVER AL)

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Licenses & Designations

BOTH

Issued 12/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Heath Paulk.
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