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Britney Merrill

Sound Income Strategies, LLC
2 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Sound Income Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K

Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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History

Regulatory History (1)
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Financial
January 2018
Final
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Other Business Activities

Britney works as a Client Service Advisor at Poole Locke Associates, dedicating nearly all of her time to assisting clients and prospects. She also does marketing for investment advisory services through Retirement Income Source DBA, but this takes minimal time.

Employment History
Current Registrations
Sound Income Strategies, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.
Britney Merrill - Financial Advisor | TrueAdvisor