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Barry Christopher Wheeles

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry is involved with two outside business activities. He owns Reverie III LLC, a dormant boat charter business, and is the Director of Business Development for Sound Income Group LLC, where he recruits investment advisor representatives and insurance agents, dedicating all of his business hours to this role.

Employment History
Current Registrations
Sound Income Strategies, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - October 2021 · 7 mos
Sound Income Strategies, LLC
June 2020 - November 2021 · 1 yr 5 mos
Lbmz Securities, INC.Broker
July 2014 - April 2019 · 4 yrs 9 mos
Zacks Investment Management, INC.
April 2014 - April 2019 · 5 yrs
Waddell & Reed
January 2012 - December 2013 · 1 yr 11 mos
Waddell & Reed, INC.Broker
January 2012 - December 2013 · 1 yr 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2005 - April 2007 · 1 yr 11 mos
Morgan Stanley
May 2005 - April 2007 · 1 yr 11 mos
H&r Block Financial Advisors, INC.
July 2003 - June 2005 · 1 yr 11 mos
H&r Block Financial Advisors, INC.
June 2003 - July 2003 · 1 mo
Rsm Mcgladrey, INC.
March 2003 - June 2003 · 3 mos
H&r Block Financial Advisors, INC.Broker
August 1995 - June 2005 · 9 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.