George James Coules
Investment adviser representative at Sound Income Strategies, LLC
6 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
6 years in the industry.
- Sound Income Strategies, LLCAug 2017 to now
- Mcadams Tax Advisory Group, LLC.May 2017 to May 2019
- Wfg Investments, Inc.Jan 2017 to Aug 2017
- Long Term Care AdvisorsAug 2014 to Jan 2017
- Principal Life Insurance CompanyNov 2013 to Dec 2016
- Princor Financial Services CorporationNov 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
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
- 6270662
- Firm CRD
- 173272