Lynda Corean Paul

Employer firm

Sound Money Management, Inc. CRD 154752

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Sound Money Management, Inc.

San Antonio, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-12-03
IL	RA	APPROVED	2010-08-16

TX RA
APPROVED

Since 2018-12-03
IL RA
APPROVED

Since 2010-08-16

Branch Locations

San Antonio, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Retirement Planning Center Of Norther Il	Gurnee	IL	03/2001	07/2019
Sound Money Management, Inc. (154752)	San Antonio	TX	08/2010	Present

03/2001 → 07/2019

Retirement Planning Center Of Norther Il

Gurnee, IL
08/2010 → Present

Sound Money Management, Inc. (154752)

San Antonio, TX

Previous Registrations

1998-10-29 → 2009-05-19

Msi Financial Services, Inc.

Buffalo Grove, IL

Gurnee, IL

Gurnee, IL

Gurnee, IL

Other Businesses

NON PRACTICING CPA INDEPENDENT INSURANCE BROKER

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-06-05
S63	Uniform Securities Agent State Law Examination	1996-03-14

S65 Uniform Investment Adviser Law Examination

1998-06-05
S63 Uniform Securities Agent State Law Examination

1996-03-14

Designations

Certified Financial Planner

Other Names

Lynda Collins

View on SEC IAPD