David Wilson Mcadams

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

• 01/2011 → 09/2017
  Wfg Advisors
  Cordova, TN
• 09/2017 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 02/2003 → Present
  Mcadams Tax Advisory Group Llc
  Cordova, TN
• 11/2017 → Present
  Mcadams Group Llc
  Cordova, TN
• 10/2017 → Present
  Mcadams Estate Group Llc
  Cordova, TN
• 09/2017 → Present
  Mcadams Insurance Group Llc
  Cordova, TN
• 09/2017 → Present
  Mcadams Investment Advisors Group Llc
  Cordova, TN

Previous Registrations

• 2017-09-28 → 2017-12-31
  Sound Income Strategies, Llc
  Cordova, TN
  Fort Lauderdale, FL
• 2011-01-10 → 2017-09-28
  Wfg Advisors, Lp
  Cordova, TN
• 2005-06-16 → 2010-12-15
  Investors Capital Corp.
  Gilford, NH
  Lynnfield, MA
  Cordova, TN
  Gilford, NH
  Lynnfield, MA
• 2004-02-04 → 2005-06-16
  Eastern Point Advisors Inc.

Other Businesses

1 DBA: MCADAMS GROUP, LLC 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 MANAGER/OPERATOR. FIXED INSURANCE SALES - LTC, DISABILITY, FIXED INDEXED ANNUITIES. NON - INVESTMENT RELATED. APPROXIMATELY 50% OF BUSINESS HOURS. 2. MCADAMS TAX ADVISORYGROUP LLC. NON-PUBLIC, TAX RETURN PREPARATION - MOSTLY INDV RETURNS. MANAGER/OPERATOR. OPENED 2/2003. WORK WITH INDV ON PERSONAL TAXES. NON - INVESTMENT RELATED. 10% OF BUSINESS HOURS. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 3. MCADAMS INSURANCE GROUP LLC. HOLDING COMPANY FOR PURPOSE OF INSURANCE COMMISSION PROCEEDS . MANAGER/OPERATOR. OPENED 9/2017. INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 4. MCADAMS INVESTMENT ADVISORY GROUP LLC. HOLDING COMPANY FOR PURPOSE OF INVESTMENT ADVISORY FEE PROCEEDS . MANAGER/OPERATOR. OPENED 9/2017. . NON - INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 5. MCADAMS ESTATE GROUP LLC -OWNER/MANAGER. NON INVESTMENT RELATED. UTILIZATION OF ESTATE NAVIGATOR SOFTWARE TO ASSIST CLIENTS IN PREPARATION OF THEIR ESTATE DOCUMENTS WITH HELP OF LOCAL ATTORNEYS. 10% OF BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 6. BENEFICIARY OF MTAG INVESTMENT 99% SER. TRUST III . OPENED 9-30-19. NO CURRENT DUTIES OR ACTIVITIES. 0 BUSINESS HOURS PER MONTH. 7. BENEFICIARY OF CMI INVESTMENT SERV TRUST. OPENED 9-30-19 NO CURRENT DUTIES OR ACTIVITIES. 0 BUSINESS HOURS PER MONTH 8. THE RETIREMENT INCOME SOURCE DBA - FRANCHISE MANAGER. PROSPECTING TO PERSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. INVESTMENT RELATED. NOT AN OWNER. 0 BUSINESS HOURS PER MONTH 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 9. SOUND INCOME GROUP LLC - INVESTMENT RELATED. 12/2022. LESS THAN A 1% OWNER. FINANCIAL SERVICES COMPANY. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 10. ADVISOR SOLUTIONS, INC. - NON-INVESTMENT RELATED. 12/2024. 4% OWNER. MARKETING COMPANY. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-29
• S63 Uniform Securities Agent State Law Examination
  1995-06-30