Edward Barnard (CRD# 5500204) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Income Strategies LLC | Fort Lauderdale, FL | Jul 2023 - Current | < 1 |
| Family Legacy Group, Inc. | Charlotte, NC | Nov 2003 - Current | 20 |
| Formula Folios Investments | Grand Rapids, MI | Jul 2014 - Jul 2023 | 9 |
| Bts Asset Management | Lexington, MA | Apr 2012 - Jul 2023 | 11 |
| Family Legacy Wealth Management LLC | Charlotte, NC | Feb 2010 - Jul 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
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