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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Evanson Financial, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |