Laura
Herrington

Sound Financial Strategies Group, LLC

CRD#7515062
Investment Advisor
in Madison, MS

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About this Advisor

Laura Herrington is a financial advisor based in Madison, Mississippi, working with Sound Financial Strategies Group, LLC. Laura has previously held positions at New Perspectives, Inc, St Dominic, Baptist Health Systems, and Sound Financial Strategies Group, LLC. Laura has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Laura 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

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

116 One Madison Plaza Suite1100
Madison, MS 39110

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Sound Financial Strategies Group, LLC Brokerage Details

Total Assets Under Management

$184,491,963

MS Average: $479,240,389
Total Number of Employees

8

MS Average: 11
Total Number of Accounts

1,284

MS Average: 582
Average Account Size

$143,685

MS Average: $823,437

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Laura Herrington Work History

2022 - Present (2 years)

Sound Financial Strategies Group, LLC

2021 - 2022 (1 year)

New Perspectives, Inc

2016 - 2021 (5 years)

St Dominic

2008 - 2016 (8 years)

Baptist Health Systems

Disclosures

Please visit the SEC profile of Laura Herrington 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

Christine Cole
Madison, MS
Joel Holden
Madison, MS
Laura Herrington
Madison, MS
Chris Mcalpin
Madison, MS
Jerry Grantham
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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