Rae Denise Haulk davis
Investment adviser representative at Sound Income Strategies, LLC
10 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- Sound Income Strategies, LLCSep 2025 to now
- (dba) Davis Wealth PartnersJan 2020 to now
- Concourse Financial Group Securities, Inc.Dec 2017 to Dec 2021
- dba - Wmg Financial AdvisorsMar 2017 to Sep 2025
- dba - Southeast Wealth ManagementSep 2016 to Dec 2019
- Lincoln Financial Securities CorporationSep 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 2208056
- Firm CRD
- 173272