Paul Adams, financial advisor Denver CO

Paul Adams

CRD Number: 1185
Current Firm: Lpl Financial LLC

Paul Adams (CRD# 1185) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Denver, CO Nov 2017 - Current 3
National Planning Corporation Littleton, CO Nov 2008 - Nov 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1980
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Paul D. Adams
Phone Number: 704-733-3300
Registered State(s):
  • CO
  • NE
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES

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