Lynda Paul, financial advisor San Antonio TX

Lynda Paul

CRD Number: 2711775
Current Firm: Sound Money Management, Inc.

Lynda Paul (CRD# 2711775) is an Investment Advisor Representative working at Sound Money Management, Inc. in San Antonio, TX and has over 28 years of experience in the finance industry. Lynda Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sound Money Management, Inc. (154752) San Antonio, TX Aug 2010 - Current 13
Retirement Planning Center Of Norther Il Gurnee, IL Mar 2001 - Jul 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lynda C. Paul
Phone Number: 2104675113
Firm Website: http://www.lyndapaul.com
Registered State(s):
  • IL
  • TX
Current Firm Details
Sound Money Management, Inc.
Firm's CRD Number: 154752
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

IL, TX

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