Melinda Walton
Investment adviser representative at Sound Income Strategies, LLC
13 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
13 years in the industry.
- Sound Income Strategies, LLCJul 2026 to now
- Retirement Income SourceJul 2026 to now
- Cetera Investment Advisers LLCFeb 2025 to Jun 2026
- Cetera Wealth Services, LLCFeb 2025 to Jun 2026
- Concourse Financial Group Securities IncOct 2019 to Feb 2025
- (dba) Park View AdvisorsJan 2019 to Oct 2020
- EverenceApr 2015 to Jan 2019
- Eastern Mennonite UniversityJan 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
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
- 6369397
- Firm CRD
- 173272