Lester Philip Litchfield
Investment adviser representative at Sound Income Strategies, LLC
20 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
20 years in the industry.
- Retirement Income SourceSep 2025 to now
- Sound Income Strategies, LLCSep 2025 to now
- Colonial Baptist ChurchNov 2006 to now
- MML Investors ServicesAug 2020 to Aug 2025
- Massmutual Life Insurance CompanyJul 2020 to Aug 2025
- Horace Mann Investors, Inc.Aug 2018 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser 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
- 6989988
- Firm CRD
- 173272