Barry C. Wheeles, MBA

Director- Advisors Academy, Sound Income Strategies & The Retirement Income Source® at Sound Income Group
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Lauderdale, Florida, United States, US
Skills

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Credentials

  • SERIES 24
    FINRA
  • SERIES 63
    FINRA
  • SERIES 65
    FINRA
  • SERIES 7
    FINRA
  • SERIES 8 (COMBINATION OF SERIES 9 & 10)
    FINRA

Experience

  • Sound Income Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director- Advisors Academy, Sound Income Strategies & The Retirement Income Source®
      • Oct 2021 - Present

  • Sound Income Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director- Business Development Sound Income Strategies RIA &The Retirement Income Store®
      • Mar 2020 - Sep 2021

      Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. https://www.sec.gov Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. https://www.sec.gov

  • Zacks Investment Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Director, Private Client Group
      • Jan 2014 - Mar 2020

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Principal, Producer
      • Jan 2012 - Jan 2014

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Sales Manager, Asst.Branch Manager, Financial Advisor
      • Jun 2005 - Jan 2012

  • Ameriprise (formerly H&R Block Financial Advisors Inc)
    • Kansas City, MO
    • Branch Manager, Financial Advisor
      • Jun 1995 - May 2005

Education

  • Baker University
    MBA, Master's Business Administration
  • University of Missouri-Columbia
    Bachelor's degree, Business Administration and Management

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