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David Alan Eissman

Sound Income Strategies, LLC

Fort Lauderdale, FL

Kennesaw, GA

CRD 1380722

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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:

Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-05-06
  • GA RA
    APPROVED
    Since 2016-05-06

Branch Locations

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

114 Townpark Drive Suite 175, Kennesaw, GA 30144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eissman Wealth Management, Llc Acworth GA 02/2014 Present
Sound Income Strategies, Llc Acworth GA 05/2016 Present
Previous Registrations
Other Businesses

1. Eissman Wealth Management- President conducting sales/service of fixed and index annuities, life insurance and Long Term Care. Not Investment related. 80 hours per month. 2. Bookkeeping for Property - Non- Investment related. Not conducted during business hours. Will be compensated upon sale of property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-13
  • S63 Uniform Securities Agent State Law Examination
    2008-12-13
Designations
  • Chartered Financial Consultant
Other Names
  • David Allan Eissman

View on SEC IAPD

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