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Meet Drew Pelton

Drew Pelton

Drew Pelton, CFS, ChFC, IAR

President & Founder, Drew Pelton Investment Services in Baton Rouge, LA

During Drew Pelton’s distinguished career, which has spanned over 30 years, he has served many hundreds of clients in the Baton Rouge metropolitan area and throughout the state of Louisiana. Drew Pelton Investment Services, A Retirement Income Source and his firm provides clients with investment, tax, retirement, financial and estate planning services. Drew’s understanding of the financial markets is substantiated by his academic background, which includes a Bachelor of Science Degree, as well as the Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC) designations. One of the things that sets Drew apart from most financial advisors is his high-level experience working and coordinating with CPAs, attorneys, other financial planners and brokers. This approach helps ensure his clients get the best communication, service, and results. When Drew is not keeping up with the financial markets and addressing client needs, he enjoys traveling and studying American history, particularly the biographies of leaders who have shaped U.S. and world history.

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Drew Pelton Investment Services, Retirement Planning Services, Baton Rouge, LA

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Drew Pelton Investment Services. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Drew Pelton Investment Services and Sound Income Strategies LLC are not associated entities. Drew Pelton Investment Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies.

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