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Lindsey Marie Cotter

Sound Income Strategies, LLC

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About Lindsey Marie Cotter

Lindsey Cotter is an Investment Advisor Representative at Sound Income Strategies, LLC. Lindsey has been in the financial services industry since 2014. Lindsey is registered with the state of Tennessee as an Investment Advisor Representative and is also registered with the state of Alabama as an Investment Advisor Representative. Lindsey has a Series 65 license and offers financial planning, portfolio management for individuals and investment companies, and educational seminars to individuals and businesses. Lindsey has a specialization in retirement income planning.

Firm Information

Lindsey Cotter 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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Lindsey Cotter’s Registration & Firm History

TN

01/01/2025 - Present

Sound Income Strategies, LLC (Murfreesboro TN)

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Licenses & Designations

IA

Issued 01/27/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Marie Cotter.
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