Albert Souza (CRD# 5571527) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 15 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adams Financial Concepts, LLC | Seattle, WA | May 2021 - Current | 3 |
| Woodbury Financial Services Inc. | Seattle, WA | Sep 2019 - May 2021 | 1 |
| Souza Financial | Seattle, WA | Mar 2015 - May 2021 | 6 |
| Union Financial Inc. | Seattle, WA | May 2015 - Sep 2019 | 4 |
| Principal Life Insurance Company | Seattle, WA | Jan 2015 - Sep 2019 | 4 |
| Princor Financial Services Corporation | Seattle, WA | Jan 2015 - Sep 2019 | 4 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - Jan 2015 | < 1 |
| Souza Financial Pllc | Seattle, WA | Aug 2013 - Jan 2015 | 1 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- WA
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$355,450
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, WA
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