Brian Heath Paulk

Current Employers

Employment History

• 08/2013 → 02/2025
  Concourse Financial Group Securities, Inc. (Fka Proequities)
  Birmingham, AL
• 08/2015 → Present
  (Dba) Benefit Planners, Inc.
  Greenville, AL
• 01/2021 → Present
  Truewealth Advisors
  Montgomery, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Greenville, AL

Previous Registrations

• 2014-12-16 → 2021-01-04
  Concourse Financial Group Securities, Inc.
  Montgomery, AL
  Montgomery, AL
  Greenville, AL

Other Businesses

BENEFIT PLANNERS, INC; Investment Related; 5310 Atlanta Highway, Montgomery AL; Insurance and Securities; Vice President; Start Date 07/2015; 160 hours per month; I offer life, supplemental health, and annuity insurance products. >> TRUEWEALTH ADVISORS LLC; Investment Related; Montgomery, AL; Financial Planning; Wealth Advisor; Start Date 01/2021; 80 hours per month with those 80 hours per month occurring during trading hours; As an investment advisor I open new accounts and manage client assets. >> POA; Non-Investment Related; Montgomery, AL; Other; Power of Attorney (POA); Start Date 08/2023; No hours per month; I hold general power of attorney for my wife. >> INSIGHT FINANCIAL SOLUTIONS LLC; Investment Related; Montgomery AL; Sole Proprietor/Owner; Start Date 01/2024; 140 hours per month with the majority of those hours per month occurring during trading hours; This LLC was created as a S-Corp in order to pay a salary to myself with income from insurance sales and investment advisory fees; Insurance Sales, Clerical, and Bookkeeping. >> ARROWHEAD COUNTRY CLUB; Non-Investment Related; Montgomery, AL; Board Member; Treasurer; Start Date 10/2024; 8 hours per month with no hours occurring during trading hours; Review financial statements and budgets, bring to light discrepancies with the other board members and try to make sure the country club is operation as efficiently as possible in regard to income and revenue.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-16

Other Names

• Brian H Paulk