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Paul L Adams

SOUND FINANCIAL, LLC·LAKE STEVENS, Washington
Clean recordSOUND FINANCIAL, LLC
6131 92ND AVE NE, LAKE STEVENS, WA 98258CRD# 3077936Firm CRD# 292271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul L Adams · LAKE STEVENS, WA
Registration
CRD #3077936 · SOUND FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul L Adams is a registered financial advisor based in LAKE STEVENS, Washington, affiliated with SOUND FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
SOUND FINANCIAL, LLC
SOUND FINANCIAL, LLC
AUM
$142M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOUND FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3077936
Firm CRD# 292271
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul L Adams offer?
Paul L Adams specializes in Financial Planning, Investment Management. Contact their office in LAKE STEVENS, Washington for a consultation.
What are Paul L Adams's credentials?
Paul L Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul L Adams located?
Paul L Adams is based in LAKE STEVENS, Washington, working with SOUND FINANCIAL, LLC. Their office serves clients in the LAKE STEVENS metropolitan area and surrounding communities.
How does Paul L Adams charge for services?
Paul L Adams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND FINANCIAL, LLC?
SOUND FINANCIAL, LLC has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUND FINANCIAL, LLC

Jeffrey Frank Miller
LAKE STEVENS, WA
Cory Edwin Shepherd
LAKE STEVENS, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
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Research
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