William Alex Sloan
Investment adviser representative at Sound Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$134.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sound Financial Management, Inc.Jul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sound Financial Management, Inc.
$134.1MAssets managed
180Clients
2Advisers
1 yearIn 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
- 6938071
- Firm CRD
- 122670