Patrick Christopher Farrell

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

• 04/2000 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 09/2020 → 01/2022
  Securities America Advisors
  Ft Lauderdale, FL
• 02/2020 → 12/2020
  Advisor Group
  Phoenix, AZ
• 07/2020 → 01/2022
  Securities America, Inc.
  Miami, FL
• 01/2021 → 01/2022
  Associated Investor Services, Inc.
  Fort Lauderdale, FL
• 01/2021 → 01/2022
  Associated Investor Services
  Ft Lauderdale, FL
• 01/2022 → Present
  Sound Income Group Llc (Formerly Advisors Academy Holdings Llc)
  Fort Lauderdale, FL
• 02/2022 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 01/2026 → Present
  Sound Income Wealth, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2021-02-17 → 2022-01-25
  Associated Investor Services, Inc.
  Ft. Lauderdale, FL
• 2020-09-23 → 2022-01-10
  Securities America Advisors, Inc.
  Miami, FL
  Fort Lauderdale, FL
• 2000-04-25 → 2020-07-31
  Investacorp Advisory Services Inc
  Miami, FL
  Miami Lakes, FL

Other Businesses

1. PATRICK FARRELL CPA/PFS. POSITION: Review tax returns for planning opportunities NATURE: Reviewing client tax returns for planning opportunities. NON- INVESTMENT RELATED. NUMBER OF HOURS: 0 SECURITIES TRADING START DATE: 02/11/2022 DESCRIPTION: 2. Fixed Insurance Sales. Sale of insurance products. Florida 2-15 Life, Health and Variable insurance. INVESTMENT RELATED. NUMBER OF HOURS: 0 START DATE: 02/11/2022. 3. Sound Income Group LLC (Formerly Advisors Academy Holdings LLC) - President and Chief Operations Officer. Oversee operations and growth of the business. Investment related. 100% of business hours. 4. Sound Income Group - Minority Non voting owner. 500 West Cypress Creek Road Suite 290 Fort Lauderdale, Florida 33309. This does not encompass any business hours. 5. Sound Income Wealth - Chief Executive Officer. 500 West Cypress Creek Road Suite 290 Fort Lauderdale, Florida 33309. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  1998-10-05

Designations

• Personal Financial Specialist