Paul
Adams
Sound Financial, LLC
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About this Advisor
Paul Adams is a financial advisor based out of Bothell, Washington with a total of 5 years of relevant experience. Adams currently works for Sound Financial, LLC. Their career trajectory has included roles at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Park Avenue Securities and Sound Financial, LLC. Adams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Colorado, Illinois, Nevada, New Hampshire, Texas and Washington. Sound Financial, LLC is a firm based out of Bothell, WA. The firm has offices in two locations and a total of six employees. It manages $116 million in assets under management between its 760 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 760 accounts, 22% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of services provided. Fees charged by Sound Financial, LLC most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sound Financial, LLC Brokerage Details
$115,716,084
6
760
$152,258
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Adams Work History
Paul has been registered as a financial advisor for 5 years.*
Sound Financial, LLC
Sound Financial, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities
*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 Paul 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 Sound Financial, LLC
Bothell, WA
Bothell, WA
Bothell, WA
Bothell, 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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