Unclaimed Profile

Sammy Terry Dean

SOUND FINANCIAL STRATEGIES GROUP, INC.·FLOWOOD, Mississippi

SIE, Series 7, Series 6324 years registeredSOUND FINANCIAL STRATEGIES GROUP, INC.

579 LAKELAND EAST DRIVE, FLOWOOD, MS 39232CRD# 1040081Firm CRD# 286261

Profile Verification

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

Identity

Sammy Terry Dean · FLOWOOD, MS

Registration

CRD #1040081 · SOUND FINANCIAL STRATEGIES GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUND FINANCIAL STRATEGIES GROUP, INC.

SOUND FINANCIAL STRATEGIES GROUP, LLC

Apr 2017 – Aug 2022

FLOWOOD, MS

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jun 2008 – Apr 2017

FLOWOOD, MS

FINANCIAL STRATEGIES GROUP INC

May 2002 – Jun 2008

MADISON, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 1, 2002

Years registered · 24

Disclosure History

1997Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SOUND FINANCIAL STRATEGIES GROUP, LLC

CRD 286261 · SEC 801-108894

AUM

$184M

Regulatory assets under management

Employees

1,284 client accounts

Services offered by SOUND FINANCIAL STRATEGIES GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at SOUND FINANCIAL STRATEGIES GROUP, LLC →

Introduction

Speak with Sammy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sammy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FLOWOOD?

Browse all registered financial advisors in FLOWOOD, Mississippi or claim this profile if it's yours.

Browse FLOWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sammy Terry Dean offer?

Sammy Terry Dean specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Sammy Terry Dean's credentials?

Sammy Terry Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sammy Terry Dean located?

Sammy Terry Dean is based in FLOWOOD, Mississippi, last registered with SOUND FINANCIAL STRATEGIES GROUP, INC..

How does Sammy Terry Dean charge for services?

Sammy Terry Dean's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUND FINANCIAL STRATEGIES GROUP, INC.?

SOUND FINANCIAL STRATEGIES GROUP, INC. has approximately 8 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →