Sean paige Samuel Best
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, LLCDec 2024 to now
- Mcadams Group, LLCNov 2024 to now
- Texas National GuardAug 2020 to now
- Empower Advisory Group, LLCMar 2023 to Nov 2024
- UnemployedJan 2023 to Mar 2023
- Fisher InvestmentsNov 2019 to Jan 2023
- Charles Schwab & Co., Inc.Oct 2017 to Nov 2019
- Morgan StanleyMar 2017 to Sep 2017
- Thrivent Investment Management IncJul 2016 to Mar 2017
- Marine Corps ReservesAug 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6681046
- Firm CRD
- 173272