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Kimberly Lynn Adams

Chief Compliance OfficerEvanson Asset Management, LLCCRD 7822684

About Kimberly Lynn Adams

Kimberly Lynn Adams is listed as Chief Compliance Officer at Evanson Asset Management, LLC. Form ADV reports a beneficial ownership band of Under 5%. Kimberly Lynn Adams is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Evanson Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Lynn Adams work?

Kimberly Lynn Adams is listed as Chief Compliance Officer at Evanson Asset Management, LLC on SEC Form ADV.

How much of Evanson Asset Management, LLC does Kimberly Lynn Adams own?

Form ADV reports a beneficial ownership band of Under 5%.

Evanson Asset Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Evanson Asset Management, LLC →

Evanson Financial, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
View Evanson Financial, LLC →