Gary Lynn Osing

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

• 12/2010 → 09/2017
  Wfg Investments, Inc.
  Cordova, TN
• 09/2017 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 02/2006 → Present
  Mcadams Group Llc
  Cordova, TN
• 12/2010 → 09/2017
  Wfg Advisors Lp
  Cordova, TN

Previous Registrations

• 2010-12-14 → 2017-09-22
  Wfg Advisors, Lp
  Cordova, TN
• 2008-05-15 → 2010-12-15
  Investors Capital Corp.
  Lynnfield, MA
  Gilford, NH
  Cordova, TN

Other Businesses

1. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. FIXED INSURANCE; FIXED ANNUITIES; LIFE INSURANCE; LONG TERM CARE INSURANCE; INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. FIXED INSURANCE OPTIONS TO PROSPECTS AND CLIENTS; THIS IS A SALARIED POSITION. THIS ENCOMPASSES APPROXIMATELY 47.5% OF BUSINESS HOURS. 2. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. TAX PREPARATION. NOT INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. PREPARE TAX RETURNS AND HANDLE IRS COMPLIANCE. THIS IS AN HOURLY PAID POSITION. THIS ENCOMPASSES APPROXIMATELY 5% OF BUSINESS HOURS. 3. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. STRATEGIC WEALTH ADVISOR/CLIENT ACQUISITION ADVISOR; INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. WORK TO ACQUIRE NEW CLIENTS FOR INVESTMENT ADVISORY SERVICES. THIS IS A SALARIED POSITION. THIS ENCOMPASSES APPROXIMATELY 47.5% OF BUSINESS HOURS. 4.. GM&O HISTORICAL SOCIETY- SECRETARY- MAINTAIN SOCIETY MEMBERSHIP RECORDS. NON-INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 5. THE RETIREMENT INCOME SOURCE DBA. NOT AN OWNER - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 0 BUSINESS HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-13
• S63 Uniform Securities Agent State Law Examination
  2008-02-23