Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Bruner Stephenson is an investment advisor representative who has been in the industry since 2000. Don is currently registered with Sound Income Strategies, LLC and has been with the firm since 2025. Don previously worked for BB&T Investment Services, Inc., Allstate Financial Services, LLC, VALIC Financial Advisors, Inc., NBC Securities, Inc., BBVA Compass Investment Solutions, Inc, Colonial Brokerage, Inc., Raymond James Financial Services, Inc., SunTrust Investment Services, Inc., AMSOUTH Investment Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Dean Witter Reynolds Inc., and Raymond James Financial Services, Inc. Don has a Series 63, 65, 7 and SIE licenses. Don's areas of specialization include financial planning, portfolio management for individuals and portfolio management for investment companies.
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
AL
02/13/2025 - Present
Sound Income Strategies, LLC (Huntsville AL)
AL
08/11/2014 - 02/17/2017
BB&T INVESTMENT SERVICES, INC. (HOMEWOOD AL)
AL
05/21/2013 - 05/27/2014
ALLSTATE FINANCIAL SERVICES, LLC (VESTAVIA AL)
AL
02/01/2012 - 04/04/2013
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
AL
04/05/2011 - 01/23/2012
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
12/04/2009 - 06/22/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
08/28/2006 - 10/30/2009
COLONIAL BROKERAGE, INC. (HOMEWOOD AL)
GA
08/29/2005 - 03/22/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DECATUR GA)
GA
02/10/2003 - 09/01/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
AL
07/10/2001 - 11/22/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IN
10/04/2000 - 06/27/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/04/2000 - 06/27/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/20/1998 - 09/14/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
10/21/1998 - 06/29/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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