George James Coules

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

• 11/2013 → 12/2016
  Principal Life Insurance Company
  Cordova, TN
• 11/2013 → 12/2016
  Princor Financial Services Corporation
  Cordova, TN
• 08/2014 → 01/2017
  Long Term Care Advisors
  Cordova, TN
• 05/2017 → 05/2019
  Mcadams Tax Advisory Group, Llc.
  Cordova, TN
• 01/2017 → 08/2017
  Wfg Investments, Inc.
  Cordova, TN
• 08/2017 → Present
  Sound Income Strategies, Llc
  Cordova, TN

Previous Registrations

• 2017-05-08 → 2017-08-16
  Wfg Advisors, Lp
  Cordova, TN
• 2014-09-15 → 2017-01-20
  Principal Securities, Inc.
  Cordova, TN

Other Businesses

1.Fixed Insurance Sales. - 8477 Richland Lake Drive Bartlett, TN 38133 Sales/Service of Life Insurance, Fixed and Index Annuities. 30% of business hours. 2.LTC, Medicare Supplements, and Disability Insurance. Non - Investment related. 8477 Richland Lake Drive Bartlett, TN 38133 . 20% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-13
• S63 Uniform Securities Agent State Law Examination
  2013-12-17

Other Names

• George Coules