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Current Employers
Truewealth Advisors, Llc

2000 Southlake Park Suite 200, Hoover, AL 35244 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-01-06
  • AL RA
    APPROVED
    Since 2021-01-06

Branch Locations

500 E. Commerce Street, Greenville, AL 36037 • United States

2000 Southlake Park Suite 200, Hoover, AL 35244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
(Dba) Ronald D. Paulk & Associate Greenville AL 10/1990 Present
Concourse Financial Group Securities Inc Greenville AL 02/1995 02/2025
(Dba) Benefit Planners, Inc Greenville AL 01/1994 Present
Truewealth Advisors Greenville AL 01/2021 Present
Cetera Wealth Services, Llc Greenville AL 02/2025 Present
  • 10/1990 → Present
    (Dba) Ronald D. Paulk & Associate
    Greenville, AL
  • 02/1995 → 02/2025
    Concourse Financial Group Securities Inc
    Greenville, AL
  • 01/1994 → Present
    (Dba) Benefit Planners, Inc
    Greenville, AL
  • 01/2021 → Present
    Truewealth Advisors
    Greenville, AL
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Greenville, AL
Previous Registrations
  • 2019-11-21 → 2021-01-04
    Concourse Financial Group Securities, Inc.
    Greenville, AL
    Montgomery, AL
    Montgomery, AL
    Greenville, AL
Other Businesses

TRUEWEALTH LLC; Investment Related; 500 E Commerce Street, Greenville, AL 36037; Advisory; Financial Advisor; Start Date 01/2021; 100 hours, more or less, per month with the majority of those hours per month occurring during trading hours; Open and manage client advisory accounts. >> (dba) RONNIE D PAULK & ASSOCIATES; Investment Related; 500 East Commerce Street, Greenville, AL 36037;Financial Services; Owner/President; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> (dba) BENEFIT PLANNERS, INC.; Investment Related; 500 East Commerce Street, Greenville, AL 36037; Financial Services; Owner; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> POA; Investment Related; Fort Deposit, AL; Other; Power of Attorney (POA); Start Date 04/2019; 5 hours per month with varied time per month occurring during trading hours; I hold power of attorney for my mother.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-21
S63 Uniform Securities Agent State Law Examination 1992-12-15
  • S66 Uniform Combined State Law Examination
    2019-11-21
  • S63 Uniform Securities Agent State Law Examination
    1992-12-15
Other Names
  • Ronnie Paulk
  • Ronnie Paulk

View on SEC IAPD

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