Paul AdamsCRD Number: 3077936
Current Firm: Park Avenue Securities LLC
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Park Avenue Securities LLC in Mill Creek, WA and has over 18 years of experience in the finance industry.
Brighton Jones LLC
|Guardian Life Insurance||Mill Creeek, PA||Sep 2016 - Current||1|
|Park Avenue Securities||Mill Creek, WA||Sep 2016 - Current||1|
|Guardian Life Insurance Co Of America||Bothell, WA||May 2012 - Aug 2016||4|
|Park Avenue Securities LLC||Bothell, WA||May 2012 - Aug 2016||4|
|Guardian Life Insurance Co Of America||Lynnwood, WA||Sep 2011 - May 2012||< 1|
|Park Avenue Securities LLC||Lynnwood, WA||Sep 2011 - May 2012||< 1|
|Guardian Life Insurance Co Of America||Claremont, CA||Jun 2007 - Sep 2011||4|
|Park Avenue Securities LLC||Claremont, CA||Jun 2007 - Sep 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2004|
Total Assets Under Management2,821MILLIONS
Total Number of Accounts15,391ACCOUNTS
Average Account Value$183,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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