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RIA / WealthAdvisor22 years in industry

EDWARD CLYMER BARNARD

Advisor at SOUND INCOME STRATEGIES, LLC

Charlotte, NC | FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:a8aa3822-73cd-4f3d-64d9-31ac3d16435c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 4, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOUND INCOME STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 22, 2008
First registration: Mar 4, 2008
Dual registered: no
Other names: ED C. BARNARD
IAPD individual key: 5500204

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOUND INCOME STRATEGIES, LLC	Independent wealth	Aug 2, 2023	n/a	yes	Charlotte, NC\|FORT LAUDERDALE, FL	Current employment
BROOKSTONE ASSET MANAGEMENT, LLC	Asset manager	Sep 5, 2014	Dec 31, 2021	no	CHARLOTTE, NC\|Charlotte, NC	Previous registration
BTS ASSET MANAGEMENT, INC.	Independent wealth	Apr 5, 2012	Dec 31, 2022	no	CHARLOTTE, NC	Previous registration
FAMILY LEGACY WEALTH MANAGEMENT, LLC	n/a	Oct 12, 2010	Aug 1, 2023	no	CHARLOTTE, NC	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Mar 4, 2008	Sep 29, 2010	no	CHARLOTTE, NC\|ADA, MI\|CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FAMILY LEGACY WEALTH MANAGEMENT, LLC	BTS ASSET MANAGEMENT, INC.	Aug 1, 2023	Apr 5, 2012	-4,135	Firm change after gap	Other
BTS ASSET MANAGEMENT, INC.	BROOKSTONE ASSET MANAGEMENT, LLC	Dec 31, 2022	Sep 5, 2014	-3,039	Firm change after gap	Other
BROOKSTONE ASSET MANAGEMENT, LLC	SOUND INCOME STRATEGIES, LLC	Dec 31, 2021	Aug 2, 2023	579	Firm change after gap	RIA to RIA
USA FINANCIAL SECURITIES LLC	FAMILY LEGACY WEALTH MANAGEMENT, LLC	Sep 29, 2010	Oct 12, 2010	13	Firm change	Other

Relationships

Registered with (5)

→ SOUND INCOME STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 2, 2023 to presentfactForm ADV
→ FAMILY LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 12, 2010 to Aug 1, 2023factForm ADV
→ BTS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 5, 2012 to Dec 31, 2022factForm ADV
→ BROOKSTONE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 5, 2014 to Dec 31, 2021factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Mar 4, 2008 to Sep 29, 2010factForm ADV

Dated events

Occurred
Aug 1, 2023
Advisor changed firm
Edward Clymer Barnard left Family Legacy Wealth Management, Llc for Bts Asset Management, Inc. (registered 2012-04-05)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Edward Clymer Barnard left Bts Asset Management, Inc. for Brookstone Asset Management, Llc (registered 2014-09-05)
Form ADVobserved 4 days ago