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Current Employers
Sound Income Strategies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2016-07-11
  • AL RA
    APPROVED
    Since 2016-07-11

Branch Locations

600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States

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

524 Gunter Avenue Suite C, Guntersville, AL 35976 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brad Williams Financial Services, Llc Huntsville AL 01/2002 Present
Sound Income Strategies, Llc Huntsville AL 06/2016 Present
Retirement Income Source Huntsville Huntsville AL 05/2024 Present
  • 01/2002 → Present
    Brad Williams Financial Services, Llc
    Huntsville, AL
  • 06/2016 → Present
    Huntsville, AL
  • 05/2024 → Present
    Retirement Income Source Huntsville
    Huntsville, AL
Previous Registrations
  • 2008-01-04 → 2016-06-29
    Concourse Financial Group Securities, Inc.
    Huntsville, AL
    Huntsville, AL
Other Businesses

1. BRAD WILLIAMS FINANCIAL SERVICES. POSITION: PRESIDENT NATURE: INSURANCE, INVESTMENT RELATED: ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS. START DATE: 1/2002. ADDRESS: 500 BOULEVARD SOUTH SW, SUITE 103, HUNTSVILLE AL 35802. DESCRIPTION: SELLING LIFE INSURANCE, LONG TERM CARE INSURANCE, FIXED AND INDEXED ANNUITIES AND DISABILITY INSURANCE 2. RETIREMENT INCOME SOURCE - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. FRANCHISE OWNER. ENCOMPASSES 0 BUSINESS HOURS. 3. RETIREMENT INCOME SOURCE HUNTSVILLE. DBA, PRESIDENT/ 50% OWNER. INVESTMENT RELATED: ENCOMPASSES APPROXIMATELY 25% OF BUSINESS HOURS. 5/2024 - PRESENT. 500 BOULEVARD SOUTH SW, SUITE 103, HUNTSVILLE AL 35802. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 4. SENIORS LTC - NOT INVESTMENT RELATED - PRESIDENT/OWNER. DOESN'T ENCOMPASS ANY BUSINESS HOURS. 500 BOULEVARD SOUTH SW, SUITE 103, HUNTSVILLE AL 35802. THIS IS THE CORPORATION USED TO PAY TAXES. 5. RETIREMENT INCOME SOURCE GUNTERSVILLE. DBA, PRESIDENT/ 100% OWNER. INVESTMENT RELATED: ENCOMPASSES APPROXIMATELY 25% OF BUSINESS HOURS. 08/2026 - PRESENT. 524 GUNTER AVE, STE. C, GUNTERSVILLE, AL 35976. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-24
  • S66 Uniform Combined State Law Examination
    2007-11-24
Other Names
  • Brad Williams

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