LP
CFP
LP
CFP
Lynda Paul
28 Years of Experience
San Antonio, TX
2 DisclosuresSells Insurance
Lynda Paul is a CFP-designated registered investment advisor at Sound Money Management, INC., based in San Antonio, TX, with 28 years of industry experience. Lynda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $750K | 1.00% |
| $750K+ | 0.75% |
The firm generally does not accept assets under $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Antonio, TX
Get directionsHistory
Regulatory History (2)
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Regulatory
November 2010Final
Employment Separation After Allegations
April 2009Other Business ActivitiesSells Insurance
Lynda is a non-practicing CPA and an independent insurance broker.
Employment History
Current Registrations
Sound Money Management, INC.
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Metlife Securities INC.
October 1998 - May 2009 · 10 yrs 7 mos
Metlife Securities INC.Broker
March 1996 - May 2009 · 13 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
March 1996 - July 2007 · 11 yrs 4 mos
State Registrations2 states
ILTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.