Drew Pelton

President at Drew Pelton Investment Services
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Contact Information
us****@****om
(386) 825-5501
Location
Baton Rouge, Louisiana, United States, US
Languages
  • English -

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Bio

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Credentials

  • CFS, ChFC
    Sound Income Strategies

Experience

  • Drew Pelton Investment Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Dec 1979 - Present

      Drew Pelton Investment Services was founded with the goal of assisting clients in every aspect of their financial lives. Drew and his team provide the most personal service available thus earning a reputation for excellence in the industry. For each client they strive to help create both financial stability and financial security. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Drew Pelton Investment Services and Sound Income Strategies, LLC are not associated entities. Drew Pelton Investment Services is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities. www.sec.gov Show less

  • Retirement Income Source LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Franchisee
      • Apr 2019 - Present

      Retirement Income Planning Retirement Income Planning

  • Sound Income Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • IAR
      • Apr 2019 - Present

      Conservative Income investments, wealth preservation, wealth transfer, benefits, executive compensation, and other related financial services. Investment Advisory Services offered through Sound Income Strategies LLC, an SEC Registered Investment Advisory Firm. Tax & Retirement Solutions LLC and Sound Income Strategies LLC are not associated entities. Conservative Income investments, wealth preservation, wealth transfer, benefits, executive compensation, and other related financial services. Investment Advisory Services offered through Sound Income Strategies LLC, an SEC Registered Investment Advisory Firm. Tax & Retirement Solutions LLC and Sound Income Strategies LLC are not associated entities.

Education

  • State University of New York at New Paltz
    Bachelor of Science (BS), Education / Sociology
    1973 - 1975
  • Niagara University
    Liberal Arts and Sciences, General Studies and Humanities
    1971 - 1972

Community

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