Sound Financial Solutions LLC
Sound Financial Solutions LLC (CRD# 168588) is a financial advisory firm headquartered in Melbourne, FL. They manage $13,443,937 in 139 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$96,719
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Sound Financial Solutions LLC
1
Robert Clark (CRD# 4518828) is an Investment Advisor Representative working at Sound Financial Solutions LLC in Melbourne, FL and has over 21 years of experience in the finance industry.
2
Luke Ottinger (CRD# 4518833) is an Investment Advisor Representative working at Sound Financial Solutions LLC in Melbourne, FL and has over 21 years of experience in the finance industry.
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