Fred Atlas (CRD# 3266751) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Income Source Of Sarasota | Sarasota, FL | Sep 2023 - Current | < 1 |
| Sound Income Strategies LLC | Fort Lauderdale, FL | Mar 2021 - Current | 3 |
| Atlas Financial Advisory Group, Inc. | Sarasota, FL | Apr 2002 - Current | 22 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2018 - Mar 2021 | 2 |
| Global Financial Private Capital | Sarasota, FL | Jul 2011 - Oct 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- FL
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Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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