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Owen G Paulk

Advisor at Principal Financial Services — Ocilla, GA

Updated today

Credentials

Series 66

Experience

5 years

Location

Ocilla, GA 31774

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,466

Across 575 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

About

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

See office

Ocilla, GA

113 E 4th St

Ocilla GA 31774

Advisors at this office

1

Most active in

Georgia

Work history

5 years of industry experience

Principal Financial Services

2024 - Present • 2 years

Ocilla, GA

Principal Life insurance Company

2024 - Present • 2 years

Ocilla, GA

Cambridge Investment Research, Inc.

2021 - 2024 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2020 - 2024 • 4 years

Fairfield, IA

Innotek

2019 - 2021 • 2 years

Ocilla, GA

Paulk's Mowing Service

2016 - 2021 • 5 years

Ocilla, GA

Schooling

2006 - 2021 • 15 years

Ocilla, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper Jr. is the sole advisor at Harper Financial Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has a professional background including roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton GA YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure with passively managed index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios tailored to client objectives.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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James M

Series 63, Series 65

Fitzgerald, GA

TAVCO Financial Advisory, Inc

James Marsh is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Kovack Advisors, Inc. and W H Colson & Associates, Inc., and has managed The Marsh Agency since 1999. Marsh also spends part of his time involved in insurance sales, including final expense, Medicare Supplement, life, and health insurance products. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management primarily through third-party money managers and ERISA plan services. The firm employs fundamental analysis and typically manages assets on a non-discretionary basis while leveraging platform solutions such as Orion and TAMP.

Wealth management
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Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Matthew T

Series 63, Series 65

Tifton, GA

Principal Financial Services

Matthew Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, PFS Investments Inc., and Primerica Life Insurance Company. Outside of advising, he has experience in the sales of home security and automation products and mortgage loan products through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Brandon S

Series 63, Series 66

Tifton, GA

Eagle Strategies (NY Life)

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, Georgia. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at Selph Financial Group, Selph And Associates LLC, and New York Life Insurance Company. He operates Selph Financial Group, brokering non-registered insurance products in addition to his advisory work. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Stephen C

Series 63, Series 65

Tifton, GA

Edward Jones

Stephen Czerepinski is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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