Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Richardson is a registered Investment Advisor Representative. William is a financial professional with over 15 years of experience. William is currently registered with Sound Income Strategies, LLC. In addition to his work at Sound Income Strategies, LLC, William also provides investment advisory and insurance services through Retirement Income Source DBA. William is committed to providing comprehensive financial planning and investment management services to individual and institutional clients.
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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2
FL
03/16/2023 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
MN
02/06/2020 - 03/05/2020
GARDNER FINANCIAL SERVICES, INC. (ST. LOUIS PARK MN)
MN
11/05/2009 - 02/08/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
04/08/2008 - 10/23/2009
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
MN
10/13/2006 - 04/03/2008
FSC SECURITIES CORPORATION (LAKEVILLE MN)
IA
Issued 03/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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