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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McAdams is an investment advisor representative with Sound Income Strategies, LLC based in Fort Lauderdale, FL. David has been in the financial services industry for over 20 years. David is registered in Tennessee and has a Series 6, Series 7, Series 63, and Series 65 licenses. David has experience providing financial planning services, portfolio management for individuals and investment companies, and educational seminars. David has also worked with WFG INVESTMENTS, INC., INVESTORS CAPITAL CORP., and WASHINGTON SQUARE SECURITIES, INC.. David is dedicated to helping clients achieve their financial goals.
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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2
FL
09/28/2017 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
TN
12/16/2010 - 09/22/2017
WFG INVESTMENTS, INC. (CORDOVA TN)
TN
06/23/2000 - 12/15/2010
INVESTORS CAPITAL CORP. (CORDOVA TN)
CT
03/21/2000 - 06/23/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
08/27/1997 - 03/23/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NA
07/01/1997 - 07/23/1997
INVESTORS CAPITAL CORP.
GA
06/22/1995 - 07/15/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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