Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,668,864,096 in 20,938 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,669
    MILLION
  • 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

Financial Advisors at Sound Income Strategies, LLC
Showing 1 - 10 of 67 top financial advisors.
1
Billie Aponte
CRD#: 2975398
212 West Rte 38, Suite 200, Moorestown, NJ 08057

Billie Aponte (CRD# 2975398) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Moorestown, NJ and has over 26 years of experience in the finance industry.

2
Steven W. Archer
CRD#: 1923154
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
Steven Archer (CRD# 1923154) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 28 years of experience in the finance industry.
3
Fred Atlas
CRD#: 3266751
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Fred Atlas (CRD# 3266751) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.

4
Edward C. Barnard
CRD#: 5500204
3525 Whitehall Park Drive, Suite 180, Charlotte, NC 28273

Edward Barnard (CRD# 5500204) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

5
Benjamin Z. Barning
CRD#: 6955955
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Benjamin Barning (CRD# 6955955) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

6
Richard B. Bates
CRD#: 1452607
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Richard Bates (CRD# 1452607) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 38 years of experience in the finance industry.

7
Jeffrey D. Bliss
CRD#: 4698293
817 So. University Drive Suite 102, Plantation, FL 33324

Jeffrey Bliss (CRD# 4698293) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Plantation, FL and has over 15 years of experience in the finance industry.

8
Jason D. Carrier
CRD#: 4553561
1921 Boston Post Rd, Suite 8, Old Saybrook, CT 06498

Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 21 years of experience in the finance industry.

9
Dee K. Carter
CRD#: 809098
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309

Dee Carter (CRD# 809098) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 39 years of experience in the finance industry.

10
Lindsey M. Cotter
CRD#: 6914972
232 Heritage Park Dr, Suite 102, Murfreesboro, TN 37129

Lindsey Cotter (CRD# 6914972) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Murfreesboro, TN and has over 6 years of experience in the finance industry.

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