Phong Truong
Investment adviser representative at Sound Income Strategies, LLC
12 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
12 years in the industry.
- Sound Income Strategies, LLCApr 2024 to now
- Arbor Financial ServicesMar 2024 to now
- Cocoa Beach Jr/sr High SchoolOct 2020 to now
- Allstate Insurance CompanySep 2023 to Mar 2024
- Horace Mann CompaniesJul 2023 to Aug 2023
- Horace Mann Investors IncJul 2023 to Aug 2023
- Brevard Soccer AcademyApr 2023 to Jan 2024
- Edward JonesAug 2021 to Jul 2023
- Bank of America, N.A.Jul 2018 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Aug 2021
- Edward JonesMar 2017 to Jun 2018
- Keller Williams of Central PaJan 2016 to Jan 2017
- MML Investors ServicesJan 2015 to Mar 2017
- Mass MutualDec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
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
- 5655764
- Firm CRD
- 173272