Best Investors
Account
Sign in
Best Investors
Account
Sign in
Sound Income Strategies, LLC CRD 173272
$4.18B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-30 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
7047 Lee Highway Suite 203, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2012 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 07/2001 | 09/2016 |
| Lincoln Financial Securities Corporation | Ooltewah | TN | 09/2016 | 12/2017 |
| Dba - Wmg Financial Advisors | Chattanooga | TN | 03/2017 | 09/2025 |
| Concourse Financial Group Securities, Inc. | Chattanooga | TN | 12/2017 | 12/2021 |
| Dba - Southeast Wealth Management | Chattanooga | TN | 09/2016 | 12/2019 |
| (Dba) Davis Wealth Partners | Chattanooga | TN | 01/2020 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2025 | Present |
1. Davis Wealth Partners - Fixed Insurance Sales -09/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 7047 Lee Highway, Suite 203, Chattanooga, TN 37421. This will encompass approximately 20% of business hours. 2. Davis Wealth Partners - Partner - 09/2025 - present - Investment Related- RIA duties in running the firm - 7047 Lee Highway, Suite 203, Chattanooga, TN 37421. This will encompass approximately 80% of business hours..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
Reach out to this advisor