Lance Allen Chisum
Investment adviser representative at Sound Financial, LLC
18 yearsExperience
1 stateRegistered in
$210.8MFirm assets
4 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 assetsFixed 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
18 years in the industry.
- Sound Financial, LLCAug 2025 to now
- Sound Financial Group, LLCJun 2025 to now
- UnemployedJan 2025 to Jun 2025
- The Boeing CompanyJun 2007 to Jan 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Sound Financial, LLC
$210.8MAssets managed
248Clients
5Advisers
4 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
- 8152856
- Firm CRD
- 292271