George Coules, financial advisor Cordova TN
90 score

George Coules

CRD Number: 6270662
Current Firm: Sound Income Strategies, LLC

George Coules (CRD# 6270662) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Cordova, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies, LLC Cordova, TN Aug 2017 - Current < 1
Mcadams Tax Advisory Group, LLC Cordova, TN May 2017 - Current < 1
Wfg Investments, Inc. Cordova, TN Jan 2017 - Aug 2017 < 1
Long Term Care Advisors Cordova, TN Aug 2014 - Jan 2017 2
Principal Life Insurance Company Cordova, TN Nov 2013 - Dec 2016 3
Princor Financial Services Corporation Cordova, TN Nov 2013 - Dec 2016 3
Long Term Care Adivsor-self Memphis, TN Dec 2012 - Nov 2013 < 1
Genworth Financial Richmond, VA Oct 2011 - Dec 2012 1
Service Master Memphis, TN Dec 2004 - Oct 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for George J. Coules
Phone Number: 954-487-1860
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    449
    MILLIONS
  • Total Number of Accounts
    5,015
    ACCOUNTS
  • Average Account Value
    $89,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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