AH
AH

Andrew Richard Holdiness

7 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

232 Heritage Park Drive, Suite 102, Murfreesboro, TN, 37129

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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

Andrew is a partner in Hayden Warehouses, LLC, leasing land and warehouses, but has minimal duties. He also works for Retirement Income Solutions as a Client Service Advisor and in Fixed Insurance Sales (Fixed Indexed Annuities and Life Insurance), spending about half his time on each. He also has two DBAs, Retirement Income Source and Retirement Income Source Huntsville, for marketing investment advisory and fixed insurance services, but spends no time on these.

Employment History
Current Registrations
Sound Income Strategies, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
May 2022 - April 2023 · 11 mos
MML Investors Services, LLCBroker
May 2022 - April 2023 · 11 mos
Securian Financial Services, INC.
December 2018 - May 2022 · 3 yrs 5 mos
Securian Financial Services, INC.Broker
September 2018 - May 2022 · 3 yrs 8 mos
State Registrations2 states
ALTN
Advisor
Exams
No exam information available for this advisor.