Paul Benson Marks
Amministratore Delegato presso TrueWealth Advisors LLC
Provenienza dei contatti di primo grado di Paul Benson Marks
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
TrueWealth Advisors LLC
 TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Paul Benson Marks tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Concourse Financial Group Securities, Inc.
 Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Investment Managers | Corporate Officer/Principal | |
| Auburn University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Jason Sims | 3 |
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