Sound Financial Strategies Group, LLC

Sound Financial Strategies Group, LLC (CRD# 286261) is a financial advisory firm headquartered in Madison, MS. They manage $184,491,963 in 1,284 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
116 One Madison Plaza, Suite1100, Madison, MS 39110
https://www.youtube.com/channel/uco-xrqu1qvemmz4yuvark_w
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • Average Account Value
    $143,685
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, FL, GA, LA, MS, TN, TX

Financial Advisors at Sound Financial Strategies Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jerry Grantham, financial advisor Madison MS
Jerry V. Grantham
CRD#: 1056637
116 One Madison Plaza, Suite1100, Madison, MS 39110

Jerry Grantham (CRD# 1056637) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 40 years of experience in the finance industry.

2
Joel Holden, financial advisor Madison MS
Joel R. Holden
CRD#: 5642118
116 One Madison Plaza, Suite1100, Madison, MS 39110

Joel Holden (CRD# 5642118) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 14 years of experience in the finance industry.

3
Chris McAlpin, financial advisor Madison MS
Chris T. McAlpin
CRD#: 4881404
116 One Madison Plaza, Suite1100, Madison, MS 39110

Chris McAlpin (CRD# 4881404) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 19 years of experience in the finance industry.

4
Karl Simmons, financial advisor Madison MS
Karl G. Simmons
CRD#: 1837353
116 One Madison Plaza, Suite1100, Madison, MS 39110

Karl Simmons (CRD# 1837353) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 35 years of experience in the finance industry.

5
Christine Cole, financial advisor Madison MS
Christine C. Cole
CRD#: 6398635
116 One Madison Plaza, Suite1100, Madison, MS 39110

Christine Cole (CRD# 6398635) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 2 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.

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