Lora Rolin

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About Lora Rolin

Lora Rolin is an Investment Advisor Representative with Sound Income Strategies, LLC. With over 2 decades of experience in the financial industry, Lora specializes in Income Generating Investments, for those nearing or in retirement.

See Disclosures

General Information

CRD#

4633286

Firm CRD#

173272

Insurance License#

86957

States Licensed in

OK, TX, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Retirement Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Assets Managed by Advisor

$33,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890942/paladinregistry-WilLo-Financial-Group-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

WilLo Financial Group