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Joseph Lloyd Mcadams

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Other Names: Joseph Lloyd Mcadams Jr
Pacific Income Advisers Inc
Trustee of Lloyd Mcadams Family Trust
Additional Firm:
Syndicated Capital, Inc.
Srop, Crop, Municipal Securities Principal
Type: SEC and FINRA Registered

Joseph Mcadams is an executive and is an owner of Pacific Income Advisers Inc, a $10B RIA based in Santa Monica, CA. Joseph is also registered with Syndicated Capital, Inc., a broker-dealer with 36 registered representatives nationwide. Joseph has held an industry securities registration for 23 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Belvedere Trust Mortgage 7 years, 8 months Nov 2003 - Jul 2011
Bt Management 7 years, 8 months Nov 2003 - Jul 2011
Anworth Mortgage 18 years, 2 months Oct 1997 - Present
Pia Mutual Funds 19 years, 6 months Jun 1996 - Present
Pacific Income Advisers Inc 29 years, 6 months Jun 1986 - Present
Syndicated Capital, Inc. 29 years, 10 months Feb 1986 - Present
ExamSeriesPassed Date
Research Analyst Exam - Part II Regulations ModuleSeries 87 09/06/2008
Research Analyst Exam - Part I Analysis ModuleSeries 86 09/09/2007
Limited Representative-Equity Trader ExamSeries 55 06/18/1998
National Commodity Futures ExaminationSeries 3 09/08/1994
Registered Options Principal ExaminationSeries 4 05/17/1994
Municipal Securities Principal ExaminationSeries 53 05/04/1994
Uniform Investment Adviser Law ExaminationSeries 65 08/09/1993
Uniform Securities Agent State Law ExaminationSeries 63 12/23/1992
General Securities Principal ExaminationSeries 24 11/25/1991
General Securities Representative ExaminationSeries 7 11/19/1991

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Joseph Lloyd Mcadams has not answered any questions on Financial Q&A.

Top Articles

Joseph Lloyd Mcadams has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

State or Municipal Government Entities
Corporations or Other Businesses
Other Pooled Investment Vehicles
Investment Companies
Charitable Organizations
Pension and Profit Sharing Plans
High Net Worth Individuals
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

1 Regulatory Event

1 Regulatory Event

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees