Chris
Mcalpin
Sound Financial Strategies Group, LLC
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About this Advisor
Chris Mcalpin is a financial advisor working in Flowood, Mississippi who has 6 years of relevant experience. Mcalpin is an employee of Sound Financial Strategies Group, LLC. Mcalpin has gained experience at Financial Strategies Group, Inc, Mcalpin Accounting Services, Comprehensive Asset Management And Servicing, Inc, Sound Financial Strategies Group, Inc, National Planning Corporation and Lifelock Inc. Mcalpin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Mississippi and Texas. Sound Financial Strategies Group, LLC is a financial advisory firm based in Flowood, MS. It has a total of nine employees. It handles $215 million in assets under management across its 1,388 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,388 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advice largely depend on which service is provided. However, fee types charged by Sound Financial Strategies Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sound Financial Strategies Group, LLC Brokerage Details
$214,778,500
9
1,388
$154,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Chris Mcalpin Work History
Chris has been registered as a financial advisor for 6 years.*
Comprehensive Asset Management And Servicing, Inc
Sound Financial Strategies Group, Inc
Lifelock Inc
Mcalpin Accounting Services
National Planning Corporation
Financial Strategies Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Mcalpin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sound Financial Strategies Group, LLC
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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