Paul Adams, financial advisor Lake Stevens WA

Paul Adams

CRD Number: 3077936
Current Firm: Sound Financial, LLC

Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Financial, LLC Mill Creek, WA Apr 2018 - Current 5
Sound Financial, LLC Mill Creeek, WA Jun 2017 - Current 6
Park Avenue Securities LLC Mill Creek, WA May 2004 - Apr 2018 13
Park Avenue Securities Mill Creek, WA Oct 1999 - Apr 2018 18
Guardian Life Insurance Co Of America Bothell, WA May 2012 - Aug 2016 4
Park Avenue Securities LLC Bothell, WA May 2012 - Aug 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Paul L. Adams
Phone Number: 425-332-6568
Registered State(s):
  • CA
  • CO
  • IL
  • NV
  • NH
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $190,256
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, IL, NH, NV, OR, TX, WA

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