Paul AdamsCRD Number: 3077936
Current Firm: Park Avenue Securities LLC
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bothell, WA and has over 18 years of experience in the finance industry.
Brighton Jones LLC
|Guardian Life Insurance Co Of America||Bothell, WA||May 2012 - Current||5|
|Park Avenue Securities LLC||Bothell, WA||May 2012 - Current||5|
|Guardian Life Insurance Co Of America||Lynnwood, WA||Sep 2011 - May 2012||< 1|
|Park Avenue Securities LLC||Lynnwood, WA||Sep 2011 - May 2012||< 1|
|Guardian Life Insurance Co Of America||Claremont, CA||Jun 2007 - Sep 2011||4|
|Park Avenue Securities LLC||Claremont, CA||Jun 2007 - Sep 2011||4|
|Park Avenue Securities||Las Vegas, NV||Nov 1999 - Jun 2007||7|
|Guardian Life Ins Co||Las Vegas, NV||Nov 1999 - Jun 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2004|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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