Sound Financial Management, Inc.
Sound Financial Management, Inc. (CRD# 122670) is a financial advisory firm headquartered in Raleigh, NC. They manage $48,986,700 in 168 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts168ACCOUNTS
Average Account Value$291,588
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Sloan (CRD# 2235344) is an Investment Advisor Representative working at Sound Financial Management, Inc. in Raleigh, NC and has over 25 years of experience in the finance industry. William Sloan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.