AdvisorOS Directory
Claim Profile
PI

Paul James Ims

COMMONWEALTH EQUITY SERVICES, INC.·WALTHAM, Massachusetts
Unclaimed Profile
29 SAWYER ROAD, WALTHAM, MA 02453-3483CRD# 2188397Firm CRD# 8032
01

About

Paul James Ims is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with COMMONWEALTH EQUITY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COMMONWEALTH EQUITY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AUM
$177.0B
Regulatory assets under management
Employees
4500
Total firm employees
View all advisors at COMMONWEALTH EQUITY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2188397
Firm CRD# 8032
10 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul James Ims offer?
Paul James Ims specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Paul James Ims's credentials?
Paul James Ims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul James Ims located?
Paul James Ims is based in WALTHAM, Massachusetts, working with COMMONWEALTH EQUITY SERVICES, INC.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Paul James Ims charge for services?
Paul James Ims's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH EQUITY SERVICES, INC.?
COMMONWEALTH EQUITY SERVICES, INC. has approximately 4500 employees and manages $177.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALTHAM
Andrea C (carroll) Haney — OLD IRONSIDES ENERGY, LLCDimitris Nmn Bertsimas — ROBUST DYNAMICS LPChristopher Darnell — ROBUST DYNAMICS LPAnja Saloranta — BALLENTINE PARTNERS, LLCSean Patrick O'neill — OLD IRONSIDES ENERGY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile