Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sound Income Strategies, LLC
Location
Tullahoma, TN 37388
Credentials
Series 63, Series 66
Industry experience
6 years
Fixed fees for financial planning services, negotiated in advance.
$0+: up to 1.75% annually N/A (special select clients)+: up to 2.0% annually
Commissionable securities sales by select IA-Reps through Purshe Kaplan Sterling Investments, Inc (PKS) including trail fees on mutual funds and variable annuities.
Hourly fees charged for financial planning services, minimum $300 per plan.
Account minimum: $25,000 (may be waived based on client needs and complexity)
Retirement Income Solutions LLC
2025 - Present (1 year)
Retirement Income Solutions LLC
2024 - Present (2 years)
Sound Income Strategies
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Bank Of America, N.a.
2022 - 2023 (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - 2023 (1 year)
KeyBank NA
2018 - 2022 (4 years)
Key Investment Services Llc
2018 - 2022 (4 years)
KeyBank NA
2018 - 2018 (1 year)
Domaine Serene
2017 - 2018 (1 year)
Linfield University
2016 - 2018 (2 years)
The Allison Inn
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
ChFC®, Series 66
Shelbyville, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
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