Primerica Advisors
42yrs
Top advisor by experience in Leominster
9yrs
James Ellis has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Leominster, Massachusetts. James has been with Sound Income Strategies since 2025; before that, James spent six years at Affinity Investment Group and two years at Trilogy Capital. Sound Income Strategies offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in Leominster, and one of 26 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office142 Main Street, Leominster, MA 01453
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$168,290
Advisors at the firm121
States licensed ?1 state
Services through Sound Income Strategies
Financial planningInvestment management for individuals and small businessesManaging mutual fundsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowSound Income Strategies, LLCCurrent firm
- 2020 – 2025Affinity Investment Group, LLCPreviously
- Feb 2018 – Feb 2020Trilogy Capital, Inc.Previously
Contact James
142 Main StreetLeominster, MA 01453Office · Get directions Firm main line(954) 487-1860Headquarters: Sound Income Strategies · Fort Lauderdale, FL Firm websitewww.rishuntsville.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Sound Income Strategies at (954) 487-1860 and ask for James Ellis. James works from the Leominster, MA office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Sound Income Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
39yrs
Top 5% by experience in Massachusetts
Commonwealth Financial Network
37yrs
Top 7% by experience nationwide
Osaic Wealth
36yrs
Top 7% by experience nationwide
Integrated Wealth Concepts
31yrs
Top 14% by experience at Integrated Wealth Concepts
LPL Financial
30yrs
Top 16% by experience nationwide