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David Paul Stearns is a financial advisor with over 15 years of experience in the industry. David currently works for Sound Income Strategies, LLC and is registered with the state of Georgia as an Investment Advisor Representative. David specializes in providing financial planning, portfolio management, and educational seminars. David holds a Series 65 license and has been in the industry since 2006.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
03/21/2016 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
IA
Issued 12/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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