William Paul Rex Hammack

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 01/2023
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 10/2020 → 01/2021
  Plumbing Solutions Llc
  Lexington, SC
• 09/2020 → 10/2020
  Kelly Services
  Columbia, SC
• 07/2020 → 09/2020
  Carolina Trader
  Lexington, SC
• 05/2020 → 07/2020
  Tresyl Express
  Columbia, NC
• 12/2019 → 05/2020
  Kelly Services, Inc.
  Columbia, SC
• 11/2019 → 12/2019
  Snelling Staffing Services
  Lexington, SC
• 10/2019 → 10/2019
  Old Elk Distillery
  Fort Collins, CO
• 10/2019 → 10/2019
  Landmark Event Staffing Services
  Fort Collins, CO
• 07/2019 → 10/2019
  Parkway Products
  Fort Collins, CO
• 05/2019 → 07/2019
  Woodward
  Loveland, CO
• 07/2018 → 05/2019
  Illustrated Light
  Fort Collins, CO
• 10/2017 → 07/2018
  Otter Products Llc
  Fort Collins, CO
• 01/2017 → 10/2017
  Unemployed
  Fort Collins, CO
• 04/2015 → 12/2016
  Adp
  Fort Collins, CO
• 01/2023 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 02/2021 → 05/2021
  Rehab Builders
  Columbia, SC
• 03/2023 → 08/2025
  Bank Of America, N.A.
  Columbia, SC
• 08/2025 → Present
  Retirement Income Source
  Columbia, SC
• 08/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2023-03-22 → 2025-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 2022-11-15 → 2023-02-03
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Greenville, SC
  Lexington, SC

Other Businesses

1. Retirement Income Source, LLC - Fixed Insurance Sales - 08/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1320 Main Street, Suite 300, Columbia, SC 29201. This will encompass approximately 30% of business hours. 2. Retirement Income Source, LLC - Client Acquisition Advisor - 08/2025 - present - Investment Related - Recruiting new clients for investment advisory services - 1320 Main Street, Suite 300, Columbia, SC 29201. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 08/2025 - present - Investment Related - 417 Hawkeye Court, Columbia, SC 29206. 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. Mortgage Lending - loan originator - 11/2025 - present - Investment Related - licensed as a loan originator for mortgage lending, but not presently performing any work under this license - 417 Hawkeye Court, Columbia, SC 29206. This will not encompass any business hours. 5. YouTube Creator - 12/2025 - present - Non-Investment Related - creating and uploading non-investment related video content to a YouTube channel - 417 Hawkeye Court, Columbia, SC 29206. This will not encompass any business hours. 6. Door Dash - Driver - 12/2025 - present - Non-Investment Related - performing retail product collection and delivery - 417 Hawkeye Court, Columbia, SC 29206. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-06
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• William P Hammack