PA
Paul Adams
from Sound Financial, LLC
Paul Adams is a financial advisor based in Washington, Mill Creek,
with 25 years of experience. Paul currently works for
Sound Financial, LLC.
Paul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Paul Adams works at Sound Financial, LLC
Sound Financial, LLC is a financial advisory firm based in Mill Creek, Washington. It currently has approximately $103,376,265 of assets under management and employs about 6 people. Sound Financial, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
15408 Main St, Suite 107, Mill Creek, Washington, 98012
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