William M Lowes

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

• 03/2022 → 05/2024
  Pruco Securities Llc
  Franklin, TN
• 01/2015 → 12/2021
  Saint Francis Hospital - Bartlett, A Part Of Tenet Healthcare
  Bartlett, TN
• 05/2024 → 04/2025
  Empower Financial Services, Inc
  Collierville, TN
• 05/2024 → 04/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 05/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 04/2025 → Present
  Mcadams Group, Llc
  Cordova, TN
• 04/2025 → Present
  Mcadams Group, Llc
  Cordova, TN
• 12/2021 → 03/2022
  Unemployed
  Collierville, TN

Previous Registrations

• 2024-05-15 → 2025-04-23
  Empower Advisory Group, Llc
  Collierville, TN
  Greenwood Village, CO
• 2022-07-18 → 2024-05-09
  Pruco Securities, Llc.
  Germantown, TN
  Franklin, TN

Other Businesses

1. McAdams Group, LLC - Fixed Insurance Sales - 05/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Service Advisor - 05/2025 - present - Investment Related- Servicing of clients for investment advisory services - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 05/2025 - present - Investment Related - 98 Timber Creek Drive, Cordova, TN 38018. 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. 4. Millington Area Chamber of Commerce - 05/2025 - Present - Not investment related - 7965 Veterans Pkwy, Ste. 102, Millington TN 38053. Chamber of Commerce duties This will not encompass any business hours. 5. Arlington Area Chamber of Commerce - 05/2025 - Present - Not investment related - 6280 Chester St., Ste 101, Arlington TN 38002. Treasurer duties for Chamber of Commerce. This will not encompass any business hours. 6. Farhren Holdings, LLC - 05/2025 - Present - Not investment related - 400 Highway 193, Collierville, TN 38018. 30% owner of Casper Creek RV Park. This will not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-10

Other Names

• William M Lowes
• William Martin Lowes