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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-09
  • TN RA
    APPROVED
    Since 2025-01-09

Branch Locations

98 Timber Creek Drive, Cordova, TN 38018 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Investments, Inc. Cordova TN 12/2010 09/2017
Sound Income Strategies, Llc Fort Lauderdale FL 09/2017 Present
Mcadams Group Llc Cordova TN 02/2006 Present
Wfg Advisors Lp Cordova TN 12/2010 09/2017
  • 12/2010 → 09/2017
    Wfg Investments, Inc.
    Cordova, TN
  • 09/2017 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 2008-02-23
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    2008-02-23

View on SEC IAPD

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