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.
WilLo Financial Group, LLC is a Financial Services firm specializing in Investing for Income for those in or nearing retirement.
William Rolin
Financial Advisor
William (Bill) is a Financial Advisor with WilLo Financial Group, LLC. He has over 30 years of experience in Financial and Insurance Planning for those in and nearing retirement. Bill along with his wife, Lora specialize in Investing for Income, helping retirees with predictable income strategies that they will not outlive.
General Information |
| Insurance License#: | 86957 |
| States Licensed in: | OK, TX, FL |
| Number of Years with Current Firm: | 20 |
| Advisory Services Provided: | 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Retirement Planning |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs) |
Firm Information |
| Assets Managed by Advisor: | $33,000,000 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
 |
