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Richard Allen Burt

Sound Income Strategies, LLC

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About Richard Allen Burt

Richard Burt is an investment advisor representative registered with Sound Income Strategies, LLC. Richard has been in the industry since 2010 and has worked for WFG Investments, Inc. and Investors Capital Corp. prior to joining Sound Income Strategies, LLC. Richard Burt has obtained Series 6, 63 and 65 licenses and the SIE exam. Richard Burt has specializations in insurance, investment company products, variable contracts, mutual funds and other financial products. Richard Burt is also a licensed life and long-term care insurance agent. Richard Burt's focus is on providing investment advisory and fixed insurance services. Richard Burt is located in Cordova, TN.

Firm Information

Richard Burt 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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Richard Burt’s Registration & Firm History

TN

11/15/2021 - Present

Sound Income Strategies, LLC (Cordova TN)

TN

12/14/2010 - 06/08/2017

WFG INVESTMENTS, INC. (CORDOVA TN)

TN

02/02/2010 - 12/15/2010

INVESTORS CAPITAL CORP. (CORDOVA TN)

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Licenses & Designations

IA

Issued 10/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Allen Burt. Review regulatory record here.
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