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Sean Paige Best is an investment advisor representative with Sound Income Strategies, LLC. Sean Paige Best is also registered with the state of Texas as an investment advisor representative. Sean Paige Best has been in the industry for over 7 years and has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and investment companies. Sean Paige Best is affiliated with Sound Income Strategies, LLC, which is a firm with over 68 clients. Sound Income Strategies, LLC primarily provides financial planning, portfolio management for individuals, and portfolio management for investment companies. Sean Paige Best offers fixed fees, hourly charges, and percentage of assets compensation arrangements.
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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TX
12/05/2024 - Present
Sound Income Strategies, LLC (Princeton TX)
TX
10/11/2017 - 11/26/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
IN
07/20/2017 - 09/21/2017
MORGAN STANLEY (INDIANAPOLIS IN)
IN
09/07/2016 - 03/16/2017
THRIVENT INVESTMENT MANAGEMENT INC. (LAFAYETTE IN)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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