Patrick Christopher Farrell
Investment adviser representative at Sound Income Strategies, LLC
26 yearsExperience
1 stateRegistered in
PFSDesignation
$4.2BFirm assets
Are you Patrick Christopher Farrell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Sound Income Wealth, LLCJan 2026 to now
- Sound Income Strategies, LLCFeb 2022 to now
- Sound Income Group LLC (formerly Advisors Academy Holdings LLC)Jan 2022 to now
- Associated Investor Services, Inc.Jan 2021 to Jan 2022
- Securities America AdvisorsSep 2020 to Jan 2022
- Securities America, Inc.Jul 2020 to Jan 2022
- Advisor GroupFeb 2020 to Dec 2020
- Investacorp Advisory Services, Inc.Apr 2000 to Jul 2020
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454441
- Firm CRD
- 173272