William M Lowes
Investment adviser representative at Sound Income Strategies, LLC
11 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
11 years in the industry.
- Sound Income Strategies, LLCMay 2025 to now
- Mcadams Group, LLCApr 2025 to now
- Empower Advisory Group, LLCMay 2024 to Apr 2025
- Empower Financial Services, IncMay 2024 to Apr 2025
- Pruco Securities LLCMar 2022 to May 2024
- UnemployedDec 2021 to Mar 2022
- Saint Francis Hospital - Bartlett, a Part of Tenet HealthcareJan 2015 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7525201
- Firm CRD
- 173272