Brett Landon Baker

Current Employers

Employment History

• 06/2019 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florence, AL
• 05/2017 → 06/2019
  Tva Community Credit Union
  Killen, AL
• 08/2015 → 12/2019
  University Of North Alabama
  Florence, AL
• 03/2020 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Florence, AL
• 02/2025 → Present
  Sound Income Strategies
  Fort Lauderdale, FL
• 02/2025 → Present
  Stearns Retirement Group
  Watkinsville, GA

Previous Registrations

• 2021-01-13 → 2025-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florence, AL
  New York, NY

Other Businesses

1. Stearns Retirement Group - Fixed Insurance Sales - 02/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677. This will encompass approximately 10% of business hours. 2. Stearns Retirement Group - Client Acquisition Advisor - 02/2025 - present - Investment related - Recruit new clients for investment advisory services - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677. This will encompass approximately 90% of business hours. 3. Retirement Income Source, LLC DBA - 02/2025 - present - Investment Related - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-08

Other Names

• Brett Baker