Nicholas Dalton Franks

Current Employers

Employment History

• 04/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 03/2025 → Present
  Stearn Retirement Group
  Watkinsville, GA
• 02/2024 → 03/2025
  Liberty Mutual Insurance
  Roswell, GA
• 05/2019 → 02/2024
  Liberty Mutual Insurance
  Suwanee, GA
• 01/2019 → 05/2019
  City Of Roswell, Ga
  Roswell, GA
• 12/2016 → 01/2019
  City Of Roswell, Ga
  Roswell, GA
• 09/2015 → 12/2016
  City Of Roswell, Ga
  Roswell, GA

Other Businesses

1. Stearns Retirement Group - Fixed Insurance Sales - 03/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 302 Abbey Court, Alpharetta, GA 30004. This will encompass approximately 30% of business hours. 2. Stearns Retirement Group - Client Acquisition Advisor - 03/2025 - present - Investment Related-Acquire new clients for investment advisory services - 302 Abbey Court, Alpharetta, GA 30004. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 03/2025 - present - Investment Related - 302 Abbey Court, Alpharetta, GA 30004. 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. 4. Serving Seniors - 02/2024 - Present - Not investment related - 817 Stickley Oak Way, Woodstock, GA 30189. 1099 contractor to review financial books, pay commissions, set the yearly budget, submit invoices to retirement communities. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-19