David Mark Wright

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

• 01/2013 → 12/2016
  Cetera Advisors Llc
  El Segundo, CA
• 11/2016 → Present
  Sound Income Strategies, Llc
  Toledo, OH
• 01/2017 → Present
  Wright Financial Group
  Toledo, OH

Previous Registrations

• 2004-09-10 → 2016-12-08
  Cetera Advisors Llc
  Toledo, OH
  Toledo, OH

Other Businesses

1. Wright Financial Group, LLC- owner conducting sales and service of fixed and index annuities, life and long term care insurance. Investment related. Approximately 50% of business hours. 5911 Renaissance Place Suite C Toledo, OH 43623 2. Rental Real Estate - Compensation by rental income. Not investment related. No business hours. 3. The Retirement Income Source - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. 10-8-19. Franchise owner. No business hours. 4. Sound Income Group LLC - Investment related. Financial services company, less than 1% owner. This does not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-24
• S63 Uniform Securities Agent State Law Examination
  1987-02-25

Designations

• Chartered Financial Consultant

Other Names

• David M Wright
• David M Wright