JM
James Mc Conaghy
Director, Head Of Distribution - Western Division at Sound Income Strategies
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Work Experience
Director, Head Of Distribution - Western Division
Nov 2023 - Present · 1 years and 1 months
Director Of Institutional Sales, Wholesale Distribution And Investor Relations
Mar 2017 - Sep 2023 · 6 years and 6 months
Vice President
Jun 2013 - Aug 2016 · 3 years and 2 months
Company Details
Sound Income Strategies, founded by David Scranton (CLU, ChFC, CFP®, CFA, MSFS), is a Registered Investment Advisory firm specializing in the active management of income-generating portfolios. With over 25 years of experience in the financial services industry, Sound Income Strategies Founder David Scranton is one of America’s leading independent financial advisors. With a central office in Florida, SIS serves clients nationwide and is comprised of a team of investment management specialists with advanced training and experience with income-based investment strategies that emphasize income first and growth second. With our years of industry experience, we focus on maximizing the value of your income portfolio and help you build a retirement plan that delivers dependable income, growth potential, and most importantly, a potential defense against damaging stock market losses. As a Registered Investment Advisory firm, we honor our fiduciary responsibility. As spelled out in the U.S. Investment Advisers Act of 1940, our goal is to always act and serve in the best interest of our clients. www.sec.gov Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm.
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
6550 N Federal Hwy Fort Lauderdale, Florida, US
Keywords
Investment ManagementPortfolio ManagementIncome-based InvestmentsIncome PortfoliosRetirement PlanningFinancial PlanningInvestment AdvisoryFinanceinvestment advisorywealth management
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