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James MacAulay

Sound Income Strategies, LLC

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About James MacAulay

James Macaulay is a registered investment advisor representative with Sound Income Strategies, LLC. James has been in the industry for over six years and holds a Series 66 license. James has experience in the financial services industry, working for companies like Raymond James & Associates, Inc. and E*TRADE Securities LLC. He is committed to providing his clients with personalized financial advice and solutions. James Macaulay is focused on providing financial planning and portfolio management services for individuals and investment companies.

Firm Information

James MacAulay 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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James MacAulay’s Registration & Firm History

FL

10/25/2023 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

GA

01/17/2020 - 01/26/2022

E*TRADE SECURITIES LLC (Alpharetta GA)

GA

12/13/2018 - 12/09/2019

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 01/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James MacAulay.
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