Andrew Richard Holdiness
Investment adviser representative at Sound Income Strategies, LLC
12 yearsExperience
3 statesRegistered 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, LLCMar 2023 to now
- Retirement Income SolutionsMar 2023 to now
- MML Investors ServicesMay 2022 to Mar 2023
- MassmutualApr 2022 to Mar 2023
- Minnesota Life Insurance CoJul 2018 to Apr 2022
- Securian Financial Services IncJul 2018 to Apr 2022
- Compass Capital ManagementMay 2018 to Apr 2022
- Southeast Louisiana Legal ServicesJun 2017 to Aug 2017
- Texas Christian UniversityAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, 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
- 6991428
- Firm CRD
- 173272