Patrick PeasonCRD 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 9 years of experience in the finance industry.
Barkey Financial, LLC
|Sound Income Strategies, LLC||Staunton, VA||Feb 2016 - Current||1|
|Harvest Financial Group. LLC||Richmond, VA||Apr 2004 - Current||13|
|Patrick Peason||Staunton, VA||Apr 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management320MILLIONS
Total Number of Accounts1,450ACCOUNTS
Average Account Value$220,690
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, KS, MI, MO, MT, NC, NE, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI
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