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Edward Clymer Barnard

Investment Adviser Representative at SOUND INCOME STRATEGIES, LLC

Charlotte, NCCRD #5500204Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/22/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sound Income Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOUND INCOME STRATEGIES, LLCCurrent
8/2/2023Charlotte, NC
FAMILY LEGACY WEALTH MANAGEMENT, LLC
10/12/20108/1/2023Charlotte, NC
BTS ASSET MANAGEMENT, INC.
4/5/201212/31/2022Charlotte, NC
FORMULA FOLIO INVESTMENTS
9/5/201412/31/2021Charlotte, NC
USA FINANCIAL SECURITIES CORPORATION
3/4/20089/29/2010Charlotte, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Edward Clymer Barnard 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.

Edward Clymer Barnard - Financial Advisor in Charlotte, NC | AdvisorFinder