Profil
Mr. Paul B. Marks is a Chief Executive Officer & Wealth Advisor at TrueWealth Advisors LLC.
In March of 2005, Mr. Marks entered the Financial Services industry, joining a nationally recognized actuarial firm and working with small to medium sized company retirement plans.
In 2009, he joined ProEquities as an Investment Advisor.
He received his undergraduate degree from the University of Florida and a graduate degree from the University of Florida.
He is a Certified Financial Planner.
He holds the advanced designation of Chartered Retirement Plan Specialist from the College for Financial Planning in Denver
Postes actifs de Paul Benson Marks
| Sociétés | Poste | Début |
|---|---|---|
TrueWealth Advisors LLC
TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors creates a custom portfolio tailored to the client’s objectives and current situation. | Directeur Général | 01/10/2018 |
Formation de Paul Benson Marks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TrueWealth Advisors LLC
TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors creates a custom portfolio tailored to the client’s objectives and current situation. | Finance |
















