Richard Allen Burt

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

• 08/2005 → Present
  Mcadams Group, Llc
  Cordova, TN
• 12/2010 → 06/2017
  Wfg Investments Inc
  Cordova, TN
• 11/2021 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Other Businesses

1. McAdams Group, LLC - Fixed Insurance Sales - 08/2005 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Acquisition Advisor - 08/2005 - present - Investment Related-Acquire new clients for investment advisory services - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. THE RETIREMENT INCOME SOURCE DBA - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 98 TIMEBER CREEK DRIVE CORDOVA, TN 38018. TIME SPENT 0 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-02
• S63 Uniform Securities Agent State Law Examination
  2010-02-23