Sound Income Strategies, LLC

Sound Income Strategies, LLC (CRD# 173272) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $707,393,596 in 7,748 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    707
    MILLION
  • Total Number of Accounts
    7,748
    ACCOUNTS
  • Average Account Value
    $91,300
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, 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 42 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
John B. Bell
CRD#: 2744350
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.

4
Jeffrey D. Bliss
CRD#: 4698293
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.

5
Nicole Caicedo
CRD#: 6511332
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.

6
Jason D. Carrier
CRD#: 4553561
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.

7
Dee K. Carter
CRD#: 809098
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.

8
George J. Coules
CRD#: 6270662
Cordova, TN 38018

George Coules (CRD# 6270662) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Cordova, TN and has over 6 years of experience in the finance industry.

9
Steven P. Cox
CRD#: 4560111
Fort Lauderdale, FL 33308

Steven Cox (CRD# 4560111) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.

10
Abbas Danesh
CRD#: 3264746
Westbrook, CT 06498

Abbas Danesh (CRD# 3264746) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Westbrook, CT and has over 20 years of experience in the finance industry.

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