Dixon Place Downey
Investment adviser representative at Sound Income Strategies, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
12 years in the industry.
- Sound Income Strategies, LLCJul 2024 to now
- Scranton Financial GroupJul 2024 to now
- UnemployedFeb 2024 to Jun 2024
- Prime Capital Investment Advisors, LLCOct 2023 to Feb 2024
- Private Client ServicesOct 2023 to Feb 2024
- LPL Financial, LLCMar 2021 to Oct 2023
- Wealth Enhancement Advisory ServicesMar 2021 to Oct 2023
- Wealth Enhancement Brokerage ServicesMar 2021 to Oct 2023
- Wealth Enhancement GroupMar 2021 to Oct 2023
- Triad AdvisorsJan 2019 to Feb 2021
- Reby Advisors, LLCDec 2018 to Mar 2021
- Round Rock Advisors LLCApr 2017 to Dec 2018
- Ameriprise Financial Services, Inc.Sep 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2817768
- Firm CRD
- 173272