Sound Financial, LLC

Sound Financial, LLC (CRD# 292271) is a financial advisory firm headquartered in Lake Stevens, WA. They manage $142,121,445 in 747 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
6131 92nd Ave Ne, Lake Stevens, WA 98258
https://www.youtube.com/channel/ucvo0b61ydbymppkenove3wg
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sound Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul Adams, financial advisor Lake Stevens WA
Paul L. Adams
CRD#: 3077936
6131 92nd Ave Ne, Lake Stevens, WA 98258

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.

2
Cory Shepherd, financial advisor Lake Stevens WA
Cory E. Shepherd
CRD#: 5628922
6131 92nd Ave Ne, Lake Stevens, WA 98258

Cory Shepherd (CRD# 5628922) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 15 years of experience in the finance industry.

3
Maranda Fitzhugh, financial advisor Lake Stevens WA
Maranda J. Fitzhugh
CRD#: 6628139
6131 92nd Ave Ne, Lake Stevens, WA 98258

Maranda Fitzhugh (CRD# 6628139) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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