Eric Lutton, financial advisor Fort Lauderdale FL

Eric Lutton

CRD Number: 4059688
Current Firm: Sound Income Strategies, LLC
Compensation Model: Fee Only

Eric Lutton (CRD# 4059688) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sound Income Strategies, LLC Ft. Lauderdale, FL Sep 2015 - Current 8
Sound Income Strategies Ft. Lauderdale, FL Sep 2015 - Current 8
One Hope Pompano Beach, FL Apr 2012 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Eric Lutton
By the Numbers
  • Total Assets Under Management
    2,669
    MILLIONS
  • Total Number of Accounts
    20,938
    ACCOUNTS
  • Average Account Value
    $127,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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