Christine
Cole
Sound Financial Strategies Group, LLC
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About this Advisor
Christine Cole is a financial advisor based in Madison, Mississippi, working with Sound Financial Strategies Group, LLC. Christine has previously held positions at Sound Financial Strategies Group, Trustmark Bank, and National Planning Corporation. Christine has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Christine is part of Sound Financial Strategies Group, LLC, which operates out of Madison, Mississippi. The firm has 8 employees and manages assets totaling $184.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Sound Financial Strategies Group, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sound Financial Strategies Group, LLC Brokerage Details
$184,491,963
8
1,284
$143,685
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Christine Cole Work History
Sound Financial Strategies Group
National Planning Corporation
Trustmark Bank
Disclosures
Please visit the SEC profile of Christine Cole 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
Madison, MS
Madison, MS
Madison, MS
Madison, MS
Madison, MS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
