Patrick Carroll Peason

Current Employers

Employment History

• 01/2016 → Present
  Peason Financial Group
  Staunton, VA
• 02/2016 → Present
  Sound Income Strategies, Llc
  Staunton, VA
• 02/2022 → Present
  Advisors Academy
  Fort Lauderdale, FL

Previous Registrations

• 2010-04-01 → 2016-02-12
  Harvest Financial Group, Llc
  Richmond, VA
• 2008-08-01 → 2009-12-31
  Capitol City Advisory Group
  Staunton, VA
  Atlanta, GA
• 2008-02-04 → 2008-07-30
  Envision Investment Advisors, Llc
  Staunton, VA
  Omaha, NE

Other Businesses

1. Peason Financial Group, Inc.-Owner, conduct sales of fixed and indexed annuities and insurance. - Investment related. Approximately 50% of business hours. 512 N. Coalter Street Staunton, VA 24401 2. Peason Enterprises, LLC-Owner/Member of real estate holding company. Non - Investment related. No business hours. 3. Retirement Income Source. Investment related. Prospecting to potential clients for investment advisory and Fixed Insurance services. No business hours. 4. Advisors Academy Training coach. Investment related. Training insurance producers and advisors on sales practices. Approximately 20% of business hours. 5. Sound Income Group - Investment related. Less than 1% owner of non-voting shares. Compensated by profits. No business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-04

Other Names

• Patrick Peason
• Patrick C Peason
• Patrick Caroll Peason