linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Mark Wright

Sound Income Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Mark Wright

David Mark Wright is a financial advisor currently registered with Sound Income Strategies, LLC. David has been in the financial industry for over 30 years. David has Series 6, 63, and 65 licenses. David offers a range of services, including financial planning, investment advisory, and portfolio management. David's experience includes working with individuals, families, and businesses. David is committed to providing personalized financial advice that helps clients achieve their financial goals.

Firm Information

David Wright is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Wright’s Registration & Firm History

FL

11/30/2016 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

OH

09/08/2004 - 12/08/2016

CETERA ADVISORS LLC (TOLEDO OH)

MA

01/05/1988 - 09/13/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/26/1986 - 02/10/1988

PRUCO SECURITIES CORPORATION

Not sure if David Mark Wright is right for you?

Licenses & Designations

IA

Issued 02/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Mark Wright.
Not sure if David Mark Wright is right for you?