Kristin Danielle Carleton
Investment adviser representative at Sound Income Strategies, LLC
9 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
9 years in the industry.
- Sound Income Strategies, LLCNov 2023 to now
- Massmutual Life Insurance CompanyApr 2023 to Oct 2023
- MML Investors Services LLCApr 2023 to Oct 2023
- J. W. Cole Financial, Inc.Apr 2021 to Apr 2023
- Valmark SecuritiesNov 2019 to Apr 2021
- James River Wealth AdvisorsOct 2019 to Apr 2023
- Raymond James Financial Services Advisors Inc.Feb 2015 to Oct 2019
- Raymond James Financial ServicesOct 2014 to Oct 2019
- Towne BankOct 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4485193
- Firm CRD
- 173272