Christine Cole (CRD# 6398635) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 2 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Financial Strategies Group | Flowood, MS | Sep 2014 - Current | 9 |
| National Planning Corporation | Flowood, MS | Feb 2014 - Current | 10 |
| Trustmark Bank | Flowood, MS | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MS
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts1,284ACCOUNTS
-
Average Account Value$143,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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