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James Matthew McConaghy

Sound Income Strategies, LLC

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About James Matthew McConaghy

James McConaghy is an Investment Advisor Representative at Sound Income Strategies, LLC. James is registered in California. James has been in the financial industry since 2013. James has a Series 65 license. The firm specializes in portfolio management for individuals, portfolio management for investment companies, and financial planning. Sound Income Strategies, LLC has offices in Fort Lauderdale, FL and San Luis Obispo, CA.

Firm Information

James McConaghy 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 McConaghy’s Registration & Firm History

FL

11/14/2023 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

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Licenses & Designations

IA

Issued 11/14/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Matthew McConaghy.
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