Albert
Souza
Adams Financial Concepts, LLC
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About this Advisor
Albert Souza is a financial advisor who works out of Seattle, Washington with a total of 2 years of industry experience. Souza is an advisor for Adams Financial Concepts, LLC. Souza has gained experience at Souza Financial Pllc, Sammons Securities Company, LLC, Parkland Securities, Principal Life Insurance Company, Adams Financial Concepts, LLC, Woodbury Financial Services Inc, New York Life Insurance, Nylife Securities LLC, Princor Financial Services Corporation, Souza Financial and Union Financial Inc. Souza maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Adams Financial Concepts, LLC is a financial advisory business based in Seattle, WA. It has $50 million in total assets across its 161 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 161 customer accounts, 66% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Adams Financial Concepts, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically are based on which services the firm provides the client. Fees billed by Adams Financial Concepts, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adams Financial Concepts, LLC Brokerage Details
$50,190,006
4
161
$311,739
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Albert Souza Work History
Albert has been registered as a financial advisor for 2 years.*
Adams Financial Concepts, LLC
Woodbury Financial Services Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Souza Financial
Union Financial Inc
Sammons Securities Company, LLC
Parkland Securities
Souza Financial Pllc
New York Life Insurance
Nylife Securities LLC
*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 Albert Souza 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 Adams Financial Concepts, LLC
Seattle, WA
Seattle, WA
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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