Joel
Holden
Sound Financial Strategies Group, LLC
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About this Advisor
Joel Holden is a financial advisor based in Madison, Mississippi, working with Sound Financial Strategies Group, LLC. Joel has previously held positions at National Planning Corporation, Sound Financial Strategies Group, Inc, and Comprehensive Asset Management And Servicing, Inc. Joel has passed the Series 66 regulatory exam and is registered to provide services in Mississippi and Texas. Currently, Joel 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
Joel Holden Work History
Comprehensive Asset Management And Servicing, Inc
Sound Financial Strategies Group, Inc
National Planning Corporation
Disclosures
Please visit the SEC profile of Joel Holden 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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