DM
David W. Mcadams
SOUNDOME STRATEGIES
CORDOVA, TN 38018
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CRD#: 2626940
DM
Professional summary
David Wilson Mcadams is a registered financial advisor currently at SOUND INCOME STRATEGIES, LLC located in Cordova, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 DBA: MCADAMS GROUP, LLC 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 MANAGER/OPERATOR. FIXED INSURANCE SALES - LTC, DISABILITY, FIXED INDEXED ANNUITIES. NON - INVESTMENT RELATED. APPROXIMATELY 50% OF BUSINESS HOURS. 2. MCADAMS TAX ADVISORYGROUP LLC. NON-PUBLIC, TAX RETURN PREPARATION - MOSTLY INDV RETURNS. MANAGER/OPERATOR. OPENED 2/2003. WORK WITH INDV ON PERSONAL TAXES. NON - INVESTMENT RELATED. 10% OF BUSINESS HOURS. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 3. MCADAMS INSURANCE GROUP LLC. HOLDING COMPANY FOR PURPOSE OF INSURANCE COMMISSION PROCEEDS . MANAGER/OPERATOR. OPENED 9/2017. INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 4. MCADAMS INVESTMENT ADVISORY GROUP LLC. HOLDING COMPANY FOR PURPOSE OF INVESTMENT ADVISORY FEE PROCEEDS . MANAGER/OPERATOR. OPENED 9/2017. . NON - INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 5. MCADAMS ESTATE GROUP LLC -OWNER/MANAGER. NON INVESTMENT RELATED. UTILIZATION OF ESTATE NAVIGATOR SOFTWARE TO ASSIST CLIENTS IN PREPARATION OF THEIR ESTATE DOCUMENTS WITH HELP OF LOCAL ATTORNEYS. 10% OF BUSINESS HOURS PER MONTH. 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 6. BENEFICIARY OF MTAG INVESTMENT 99% SER. TRUST III . OPENED 9-30-19. NO CURRENT DUTIES OR ACTIVITIES. 0 BUSINESS HOURS PER MONTH. 7. BENEFICIARY OF CMI INVESTMENT SERV TRUST. OPENED 9-30-19 NO CURRENT DUTIES OR ACTIVITIES. 0 BUSINESS HOURS PER MONTH 8. THE RETIREMENT INCOME SOURCE DBA - FRANCHISE MANAGER. PROSPECTING TO PERSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. INVESTMENT RELATED. NOT AN OWNER. 0 BUSINESS HOURS PER MONTH 98 TIMBER CREEK DRIVE CORDOVA, TN 38018 #901-737-3883 9. SOUND INCOME GROUP LLC - INVESTMENT RELATED. 12/2022. LESS THAN A 1% OWNER. FINANCIAL SERVICES COMPANY. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 10. ADVISOR SOLUTIONS, INC. - NON-INVESTMENT RELATED. 12/2024. 4% OWNER. MARKETING COMPANY. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view David Wilson Mcadams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 28, 2017 - Present
SOUND INCOME STRATEGIES, LLC
Office #1: 98 Timber Creek Drive, Cordova, TN 38018RIA
CRD#: 173272
CORDOVA, TN
Past
September 28, 2017 - December 31, 2017
SOUND INCOME STRATEGIES, LLC
RIA
CRD#: 173272
Cordova, TN
Past
January 10, 2011 - September 28, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
CORDOVA, TN
Past
December 16, 2010 - September 22, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
CORDOVA, TN
Past
June 16, 2005 - December 15, 2010
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
CORDOVA, TN
Past
February 4, 2004 - June 16, 2005
EASTERN POINT ADVISORS INC.
RIA
CRD#: 107123
LYNNFIELD, MA
Past
June 23, 2000 - December 15, 2010
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
CORDOVA, TN
Past
March 21, 2000 - June 23, 2000
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
August 27, 1997 - March 23, 2000
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNNFIELD, MA
Past
July 1, 1997 - July 23, 1997
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
Past
June 22, 1995 - July 15, 1997
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SOUND INCOME STRATEGIES, LLC
ABUNDANT WEALTH MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLO FINANCIAL | WEALTHWORKS FINANCIAL | TPC FINANCIAL GROUP | THREE BRIDGES FINANCIAL GROUP | TEXAS RETIREMENT SOLUTIONS | TEQUESTA RETIREMENT GROUP | STRATEGIC SENIOR BENEFITS GROUP | STEARNS RETIREMENT GROUP | SPARKS FINANCIAL GROUP | SOUND INCOME STRATEGIES, LLC | SNODGRASS FINANCIAL STRATEGIES | SHALA FINANCIAL | SFG CAPITAL MANAGEMENT | SENIOR ADVISORS INC. | SCRANTON FINANCIAL GROUP OF SOUTH WINDSOR | SCRANTON FINANCIAL GROUP | ROTHERMEL FINANCIAL | RICH WEALTH MANAGEMENT | RETIREMENT SOLUTIONS LLC | RETIREMENT INCOME SOURCE SW FLORIDA | RETIREMENT INCOME SOURCE OF HUNTSVILLE | RETIREMENT INCOME SOURCE OF FORT LAUDERDALE | RETIREMENT INCOME SOURCE | RETIREMENT INCOME SOLUTIONS | RELIABLE PLANNING GROUP | RELIABILE WEALTH FINANCIAL GROUP | POOLE LOCKE ADVISORS | PLATINUM FINANCIAL LLC | PINEHURST WEALTH MANAGEMENT | PEASON FINANCIAL GROUP | NORTH SHORE ASSET MANAGEMENT | NORTH AMERICAN FINANCIAL | NEW ENGLAND FINANCIAL PARTNERS LLC | MID-AMERICAN TAX | MCLEAN TAX ADVISORY GROUP | MCKENZIE FINANCIAL GROUP | MCCARTIN FINANCIAL | MCADAMS GROUP | MASON WEALTH GROUP | LIVE LOVE FLOURISH | JOHNSON WEALTH & INCOME MANAGEMENT | INNER CIRCLE ASSET MANAGEMENT | HORIZON WEALTH PARTNERS | HAMMONTREE FINANCIAL PARTNERS | GOODMAN GREEN WEALTH MANAGEMENT | FORTRESS FINANCIAL GROUP | FOCUS FINANCIAL PLANNING | FIRM FOUNDATION TN | FINSETT SOLUTIONS | FAMILY LEGACY GROUP | EISSMAN WEALTH MANAGEMENT | DORCEY FINANCIAL LLC | CRYSTAL LAKE TAX AND FINANCIAL SERVICES | CROSSROADS FINANCIAL SOLUTIONS | COMMUNITY INVESTMENT AND RETIREMENT SERVICES | COMMONWEALTH GUARDIANS | CKS SUMMIT GROUP | CHAMBERLIN FINANCIAL | CHAMBERLAIN ADVISORY GROUP | CARTER FINANCIAL GROUP | CARRIER FINANCIAL SERVICES | BRANDON BELL FINANCIAL PARTNERS | BLISS WEALTH MANAGEMENT | ATLAS FINANCIAL ADVISORY GROUP | ARBOR FINANCIAL SERVICES | APONTE FINANCIAL SERVICES | ALL NEEDS PLANNING
CRD#: 173272 / SEC#: 801-80425
RIA
Registered Investment Advisory firm - (10/22/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(9/28/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SI
SOUND INCOME STRATEGIES, LLC
ABUNDANT WEALTH MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLO FINANCIAL | WEALTHWORKS FINANCIAL | TPC FINANCIAL GROUP | THREE BRIDGES FINANCIAL GROUP | TEXAS RETIREMENT SOLUTIONS | TEQUESTA RETIREMENT GROUP | STRATEGIC SENIOR BENEFITS GROUP | STEARNS RETIREMENT GROUP | SPARKS FINANCIAL GROUP | SOUND INCOME STRATEGIES, LLC | SNODGRASS FINANCIAL STRATEGIES | SHALA FINANCIAL | SFG CAPITAL MANAGEMENT | SENIOR ADVISORS INC. | SCRANTON FINANCIAL GROUP OF SOUTH WINDSOR | SCRANTON FINANCIAL GROUP | ROTHERMEL FINANCIAL | RICH WEALTH MANAGEMENT | RETIREMENT SOLUTIONS LLC | RETIREMENT INCOME SOURCE SW FLORIDA | RETIREMENT INCOME SOURCE OF HUNTSVILLE | RETIREMENT INCOME SOURCE OF FORT LAUDERDALE | RETIREMENT INCOME SOURCE | RETIREMENT INCOME SOLUTIONS | RELIABLE PLANNING GROUP | RELIABILE WEALTH FINANCIAL GROUP | POOLE LOCKE ADVISORS | PLATINUM FINANCIAL LLC | PINEHURST WEALTH MANAGEMENT | PEASON FINANCIAL GROUP | NORTH SHORE ASSET MANAGEMENT | NORTH AMERICAN FINANCIAL | NEW ENGLAND FINANCIAL PARTNERS LLC | MID-AMERICAN TAX | MCLEAN TAX ADVISORY GROUP | MCKENZIE FINANCIAL GROUP | MCCARTIN FINANCIAL | MCADAMS GROUP | MASON WEALTH GROUP | LIVE LOVE FLOURISH | JOHNSON WEALTH & INCOME MANAGEMENT | INNER CIRCLE ASSET MANAGEMENT | HORIZON WEALTH PARTNERS | HAMMONTREE FINANCIAL PARTNERS | GOODMAN GREEN WEALTH MANAGEMENT | FORTRESS FINANCIAL GROUP | FOCUS FINANCIAL PLANNING | FIRM FOUNDATION TN | FINSETT SOLUTIONS | FAMILY LEGACY GROUP | EISSMAN WEALTH MANAGEMENT | DORCEY FINANCIAL LLC | CRYSTAL LAKE TAX AND FINANCIAL SERVICES | CROSSROADS FINANCIAL SOLUTIONS | COMMUNITY INVESTMENT AND RETIREMENT SERVICES | COMMONWEALTH GUARDIANS | CKS SUMMIT GROUP | CHAMBERLIN FINANCIAL | CHAMBERLAIN ADVISORY GROUP | CARTER FINANCIAL GROUP | CARRIER FINANCIAL SERVICES | BRANDON BELL FINANCIAL PARTNERS | BLISS WEALTH MANAGEMENT | ATLAS FINANCIAL ADVISORY GROUP | ARBOR FINANCIAL SERVICES | APONTE FINANCIAL SERVICES | ALL NEEDS PLANNING
CRD#: 173272 / SEC#: 801-80425
RIA
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Contact information
Main Address
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309
Mailing Address
Phone number
(954) 487-1860
Established
Firm type
Fiscal year end
# of Employees
111
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 26,055 |
| AUM (Assets Under Management) | $ 4,038,151,245 |
Red Flags
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Company Information
SOUND INCOME STRATEGIES, LLC
CRD#: 173272Cordova, TN 38018TRUST BUT VERIFY
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