Kathleen
Adams
Second 50 Financial
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About this Advisor
Kathleen Adams is a certified financial planner based in Manhattan Beach, California who has 1 year of relevant experience. Adams works at Second 50 Financial. Their career trajectory has included roles at Various Insurance Carriers, Signature Estate & Investment Advisors, LLC, Jhfn Sii, Royal Alliance Associates, Inc, Second 50 Financial, LLC, Ashton Thomas Private Wealth, LLC and Ashton Thomas Insurance Agency. Adams holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California and Texas. Second 50 Financial is an advisory company based out of Manhattan Beach, CA. It has just four employees. It oversees $195 million in assets under management between its 373 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 373 client accounts, 45% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Second 50 Financial can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Second 50 Financial Brokerage Details
$194,716,132
4
373
$522,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathleen Adams Work History
Kathleen has been registered as a financial advisor for 1 years.*
Second 50 Financial, LLC
Ashton Thomas Private Wealth, LLC
Ashton Thomas Insurance Agency
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors, LLC
Jhfn Sii
Various Insurance Carriers
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathleen Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Second 50 Financial
Manhattan Beach, CA
Manhattan Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
