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Zane Michael Fowler

Sound Income Strategies, LLC

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About Zane Michael Fowler

Zane Michael Fowler is a financial advisor associated with Sound Income Strategies, LLC. Zane Michael Fowler has been in the financial industry for several years and holds licenses including Series 66, Series 7TO and SIE. Zane Michael Fowler has worked with a number of clients over the years, including high-net-worth individuals, investment companies and pension and profit-sharing plans. Zane Michael Fowler specializes in portfolio management for individuals, portfolio management for investment companies and financial planning. Zane Michael Fowler also offers educational seminars. Zane Michael Fowler's previous experience includes roles with Lion Street Financial, LLC, CSENGE ADVISORY GROUP, LLC and McAdams Group LLC.

Firm Information

Zane Fowler 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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Zane Fowler’s Registration & Firm History

TN

07/19/2023 - Present

Sound Income Strategies, LLC (Cordova TN)

TN

11/17/2021 - 06/26/2023

LION STREET FINANCIAL, LLC (Memphis TN)

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Licenses & Designations

BOTH

Issued 12/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zane Michael Fowler.
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