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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 | 2017-06-02 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
9169 Hailes Abbey Lane, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strickland Financial Group And Executive Benefits Of America | Knoxville | TN | 10/2001 | 06/2017 |
| First American National Investment Advisors, Llc | Knoxville | TN | 10/2014 | 06/2017 |
| Sound Income Strategies, Llc | Knoxville | TN | 06/2017 | Present |
| Sfg Capital Management | Knoxville | TN | 06/2017 | Present |
1. FIXED INSURANCE SALES - SALES OF FIXED AND INDEXED ANNUITIES AND LIFE INSURANCE. INVESTMENT RELATED. ENCOMPASSING APPROXIMATELY 10% OF BUSINESS HOURS. 9169 HAILES ABBEY LANE KNOXVILLE, TN 37922 2. FINANCIAL COACH, LLC-ADMIN FOR SPOUSE OWNED BUSINESS, NO COMPENSATION. NON- INVESTMENT RELATED. ENCOMPASSING APPROXIMATELY 25% OF BUSINESS HOURS. 9169 HAILES ABBEY LANE KNOXVILLE, TN 37922 3.EXECUTIVE BENEFITS OF AMERICA -ADMIN FOR SPOUSE OWNED BUSINESS, NO COMPENSATION. NON- INVESTMENT RELATED. ENCOMPASSING APPROXIMATELY 25% OF BUSINESS HOURS. 9169 HAILES ABBEY LANE KNOXVILLE, TN 37922
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-06 |
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