Brian Heath Paulk
Investment Adviser Representative at Truewealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Heath Paulk is an investment adviser representative with Truewealth Advisors, LLC in Montgomery, AL, where they have been registered since 2021. They have worked in the securities industry since 2013 and were previously registered with Investment Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Alabama.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
8 states and territories
Alabama, Arkansas, Florida, Georgia, Mississippi, New Mexico, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Concourse Financial Group Securities, Inc. (fka ProEquities)Aug 2013 – Feb 2025Birmingham, AL
- (dba) Benefit Planners, Inc.Aug 2015 – no end date reportedGreenville, AL
- Truewealth AdvisorsJan 2021 – no end date reportedMontgomery, AL
- Cetera Wealth Services, LLCFeb 2025 – no end date reportedGreenville, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truewealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Under $500,0001.30%
- $500,001 - $1,000,0001.15%
- $1,000,001 - $3,000,0001.00%
- $3,000,001 - $5,000,0000.85%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Hoover, AL
- SEC file number:
- 801-114236
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Truewealth Advisors, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Heath Paulk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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