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Angela Woodhead

Investment Adviser Representative at Sound Income Strategies, LLC

Salt Lake City, UTCRD #7853652Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angela Woodhead is an investment adviser representative with Sound Income Strategies, LLC in Salt Lake City, UT, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/20/2024
Series 7
General Securities Representative Examination
Passed 7/30/2024
SIE
Securities Industry Essentials Examination
Passed 7/3/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sound Income Strategies, LLCCurrent
3/17/2026 – Salt Lake City, UT
Edward Jones
8/22/2024 – 2/26/2026Salt Lake City, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Jun 2024 – Feb 2026St Louis, MO
  2. Rewards Network
    Apr 2022 – Jun 2024Chicago, IL
  3. CDS Analytical
    Sep 2022 – Aug 2023Oxford, PA
  4. VWR
    May 2021 – Sep 2022Radnor, PA
  5. High Valley Chemical
    Sep 2018 – Mar 2019Centerville, UT
  6. Denville Scientific
    Apr 2014 – Nov 2018Holliston, MA
  7. Gymna USA
    Mar 2019 – May 2021Detroit, MI
  8. Retirement Income Source
    Feb 2026 – no end date reportedSalt Lake City, UT
  9. Sound Income Strategies, LLC
    Mar 2026 – no end date reportedFort Lauderdale, UT

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sound Income Strategies, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment advising focused on income-oriented strategies, conservative investment options, retirement planning, and client education through community workshops on conservative investment alternatives.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningIncome InvestingConservative InvestmentsWealth ManagementFinancial AdvisingRetirement Income

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
131
Offices listed on AdvisorFinder:
63
Main office:
Fort Lauderdale, FL
SEC file number:
801-80425

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 23, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angela Woodhead has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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