David EissmanCRD Number: 1380722
Current Firm: Sound Income Strategies, LLC
David Eissman (CRD# 1380722) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Acworth, GA and has over 8 years of experience in the finance industry.
Meridian Investment Partners
Rollins Financial Inc.
Riverstone Advisors, LLC
|Sound Income Strategies, LLC||Acworth, GA||May 2016 - Current||1|
|Horter Investment Management, LLC||Cincinnati, OH||Feb 2014 - Current||3|
|Eissman Wealth Management, LLC||Acworth, GA||Feb 2014 - Current||3|
|David Eissman Insurance||Acworth, GA||Oct 2008 - Current||8|
|Sterling Insurance||Roswell, GA||Oct 2011 - Jul 2013||1|
|Guaranteed Growth Systems, LLC||Acworth, GA||Jan 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management320MILLIONS
Total Number of Accounts1,450ACCOUNTS
Average Account Value$220,690
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, KS, MI, MO, MT, NC, NE, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI
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