Unclaimed Profile

Huntington Kimberlee Klee

SOUND INCOME STRATEGIES, LLC·FORT LAUDERDALE, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record10 years registeredSOUND INCOME STRATEGIES, LLC

6550 N FEDERAL HIGHWAY, FORT LAUDERDALE, FL 33308CRD# 5090746Firm CRD# 173272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Huntington Kimberlee Klee · FORT LAUDERDALE, FL

Registration

CRD #5090746 · SOUND INCOME STRATEGIES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUND INCOME STRATEGIES, LLC

SOUND INCOME STRATEGIES, LLC

Mar 2017 – Aug 2018

Ft Lauderdale, FL

CLIENT ONE SECURITIES LLC

Oct 2015 – Feb 2017

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 5, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUND INCOME STRATEGIES, LLC

CRD 173272 · SEC 801-80425

AUM

$3.0B

Regulatory assets under management

Employees

24,067 client accounts

Services offered by SOUND INCOME STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOUND INCOME STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Huntington Kimberlee Klee offer?

Huntington Kimberlee Klee specializes in Financial Planning, Investment Management.

What are Huntington Kimberlee Klee's credentials?

Huntington Kimberlee Klee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Huntington Kimberlee Klee located?

Huntington Kimberlee Klee is based in FORT LAUDERDALE, Florida, last registered with SOUND INCOME STRATEGIES, LLC.

How does Huntington Kimberlee Klee charge for services?

Huntington Kimberlee Klee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUND INCOME STRATEGIES, LLC?

SOUND INCOME STRATEGIES, LLC has approximately 96 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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