Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $1,172,605,094 in 9,615 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,173
    MILLION
  • Total Number of Accounts
    9,615
    ACCOUNTS
  • Average Account Value
    $121,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sound Income Strategies, LLC
Showing 1 - 10 of 53 top financial advisors.
1
Fraser L. Allport
CRD#: 1242844
Vero Beach, FL 32966

Fraser Allport (CRD# 173716) is an Investment Advisor Representative working at Safe and Smart Money, LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.

2
Steven W. Archer
CRD#: 1923154
Fort Lauderdale, FL 33308
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
Benjamin Z. Barning
CRD#: 6955955
6550 N Federal Highway, Suite 510, Fort Lauderdale, FL 33308

Benjamin Barning (CRD# 6955955) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

4
Richard B. Bates
CRD#: 1452607
6550 N Federal Highway, Suite 510, Fort Lauderdale, FL 33308

Richard Bates (CRD# 1452607) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 34 years of experience in the finance industry.

5
John B. Bell
CRD#: 2744350
2762 Electric Road, Suite E, Roanoke, VA 24018

John Bell (CRD# 2744350) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Roanoke, VA and has over 23 years of experience in the finance industry.

6
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 11 years of experience in the finance industry.

7
Nicole Caicedo
CRD#: 6511332
37040 Garfield Road, Clinton Township, MI 48036

Nicole Caicedo (CRD# 6511332) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Clinton Township, MI and has over 5 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 17 years of experience in the finance industry.

9
Dee K. Carter
CRD#: 809098
1030 Andrews Hwy Ste 105, Midland, TX 79701

Dee Carter (CRD# 809098) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Midland, TX and has over 35 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 2 years of experience in the finance industry.

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