Peter Charles Lynch
Investment adviser representative at Sound Income Strategies, LLC
19 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
19 years in the industry.
- Sound Income Strategies, LLCApr 2026 to now
- The Lynch Financial Group (D.B.A. for Advisory Business)Sep 2007 to now
- Kansas City LifeJan 2021 to Sep 2022
- Mercap Securities, LLCDec 2019 to Apr 2020
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsOct 2019 to Apr 2026
- Cetera Advisors, LLCAug 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2989299
- Firm CRD
- 173272