William Alex Sloan
Vice PresidentSound Financial Management, Inc.CRD 6938071
About William Alex Sloan
William Alex Sloan is listed as Vice President at Sound Financial Management, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Sound Financial Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Alex Sloan work?
William Alex Sloan is listed as Vice President at Sound Financial Management, Inc. on SEC Form ADV.
How much of Sound Financial Management, Inc. does William Alex Sloan own?
Form ADV reports a beneficial ownership band of Under 5%.
Sound Financial Management, Inc.
| Title | Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |