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).
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Total Assets Under Management184MILLION
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Total Number of Accounts1,284ACCOUNTS
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Average Account Value$143,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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.
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.
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.
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.
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.