Lester Philip Litchfield

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

• 11/2006 → Present
  Colonial Baptist Church
  Virginia Beach, VA
• 08/2018 → 07/2020
  Horace Mann Investors, Inc.
  Springfield, IL
• 07/2020 → 08/2025
  Massmutual Life Insurance Company
  Virginai Beach, VA
• 08/2020 → 08/2025
  Mml Investors Services
  Virginai Beach, VA
• 09/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 09/2025 → Present
  Retirement Income Source
  Cheseapeake, VA

Previous Registrations

• 2020-09-22 → 2025-09-04
  Mml Investors Services, Llc
  Virginia Beach, VA
  Chesapeake, VA
  Chesapeake, VA

Other Businesses

(1)Name: Colonial Baptist Church Inv rel: Y Add: 2221 Centerville Turnpike Virginia Beach, VA. 23464 Nature: Bookkeeping/ Payroll Processing Position: Business Manager Start date: 11/01/2006 - Present (2) Name: Grace Biblical Counseling Ministry Inv rel: N Add: 941 Hodges Place Virginia Beach VA 23464 Nature: Counseling for Nonprofit Organization Position: Board Member Start date: 10/2012 No. HR/MO: 3 No. HR/MO during sec trading: 0 Describe duties: board member (3) Name: Guiding Hand Inv Rel: Y Add: 1724 Clearwater Lane, Chesapeake, VA 23322 Nature: Life, DI and Supplemental Accident insurance Position: Start Date: 9/14/2022 No Hrs/Mo: 20 No Hrs/Mo Dur Trading: 0 Duties: Group and direct worksite insurance products. Life, DI, LTC , Chronic Illness, Hospital Indemnity, Accident. 4. Retirement Income Source - Fixed Insurance Sales - 09/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1724 Clearwater Lane, Chesapeake, VA 23322. This will encompass approximately 50% of business hours. 5. Retirement Income Source - Client Acquisition Advisor - 09/2025 - present - Investment Related- Recruiting new clients for investment advisory services - 1724 Clearwater Lane, Chesapeake, VA 23322. This will encompass approximately 50% of business hours. 6. Retirement Income Source, LLC DBA - 09/2025 - present - Investment Related - 1724 Clearwater Lane, Chesapeake, VA 23322. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 7. Public Notary - 2009 - present - Not Investment Related - 1724 Clearwater Lane, Chesapeake, VA 23322. Public Notary duties. This will not encompass any business hours. 8. Rental Property - 2005 - present - Not Investment Related - 1724 Clearwater Lane, Chesapeake, VA 23322. Maintain and rent property to tenants. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-14
• S63 Uniform Securities Agent State Law Examination
  2018-11-19

Other Names

• Les Philip Litchfield
• Lester Philip Litchfield