Ronald Paulk, financial advisor Hoover AL

Ronald Paulk

CRD Number: 2302319
Current Firm: Truewealth Advisors, LLC

Ronald Paulk (CRD# 2302319) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Hoover, AL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Truewealth Advisors Greenville, AL Jan 2021 - Current < 1
Concourse Financial Group (fka Proequities, Inc.) Greenville, AL Feb 1995 - Current 26
(dba) Benefit Planners, Inc. Greenville, AL Jan 1994 - Current 27
(dba) Ronald D. Paulk & Associate Greenville, AL Oct 1990 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Ronald D. Paulk
Phone Number: 205-588-4800
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $282,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, FL, GA, LA, NC, OK, SC, TN, TX

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