Patrick Peason, financial advisor Staunton VA
93 score

Patrick Peason

CRD Number: 5486151
Current Firm: Sound Income Strategies, LLC

Patrick Peason (CRD# 5486151) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Staunton, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies, LLC Staunton, VA Feb 2016 - Current < 1
Harvest Financial Group. LLC Richmond, VA Apr 2004 - Current 12
Patrick Peason Staunton, VA Apr 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Patrick C. Peason
Phone Number: (914) 921-2505
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    1,442
    ACCOUNTS
  • Average Account Value
    $77,769
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, CA, CT, FL, GA, IA, ID, IL, KS, MI, MO, MT, NE, NJ, NY, PA, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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