Steven William Archer

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 01/2018
  Advisors' Academy
  Fort Lauderdale, FL
• 11/2017 → Present
  Sound Income Strategies
  Fort Lauderdale, FL
• 04/2017 → Present
  Strategic Senior Benefits Group
  Coconut Creek, FL
• 09/2025 → Present
  Retirement Income Source, Llc
  Fort Lauderdale, FL

Other Businesses

1.PRESIDENT OF STRATEGIC SENIOR BENEFITS GROUP- CONDUCTING SALES AND SERVICE OF FIXED INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. INVESTMENT RELATED. APPROXIMATELY 20% OF BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 2. THE RETIREMENT INCOME SOURCE - INVESTMENT RELATED - MARKETING TO PERSPECTIVE CLIENTS FOR FIXED INSURANCE INVESTMENT ADVISORY SERVICES. START DATE 11-13-19. APPROXIMATELY 10% OF BUSINESS HOURS. . 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 3. RETIREMENT INCOME SOURCE - CHIEF GROWTH OFFICER - INVESTMENT RELATED - OVERSEES RECRUITING ADVISORS AND STAFF TO LOCATIONS NATIONALLY. OVERSEES MARKETING AND COACHING TO THESE LOCATIONS. APPROXIMATELY 70% OF BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 4. SOUND INCOME GROUP - <1% NON-VOTING OWNER - INVESTMENT RELATED - NON-VOTING MINORITY OWNER OF A FINANCIAL SERVICES COMPANY. NO BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-14
• S63 Uniform Securities Agent State Law Examination
  1991-04-05