Sound Financial Management, Inc.

Sound Financial Management, Inc. (CRD# 122670) is a financial advisory firm headquartered in Raleigh, NC. They manage $94,784,666 in 391 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8362 Six Forks Rd. Suite 202, Raleigh, NC 27615
https://linkedin.com/in/bill-sloan-47514b
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $242,416
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Sound Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William Sloan, financial advisor Raleigh NC
William B. Sloan
CRD#: 2235344
8362 Six Forks Rd. Suite 202, Raleigh, NC 27615

William Sloan (CRD# 2235344) is an Investment Advisor Representative working at Sound Financial Management, Inc. in Raleigh, NC and has over 31 years of experience in the finance industry.

2
William Sloan, financial advisor Raleigh NC
William A. Sloan
CRD#: 6938071
8362 Six Forks Rd. Suite 202, Raleigh, NC 27615

William Sloan (CRD# 6938071) is an Investment Advisor Representative working at Sound Financial Management, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals