Norman, OK Office

Team
Updated today

Client AUM

$10,069,831,369

Clients

29,615

Advisors

2

Of 296 advisors across 181 offices

Location

3401 W Rock Creek Rd, Suite 113

Norman OK 73072

Advisors at this office

2

Advisors at this office

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Lora R

Series 63, Series 65

Norman, OK

Foundations Investment Advisors LLC

Lora Rolin is a financial advisor with Foundations Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has four years of industry experience and has previously worked at Sound Income Strategies LLC and maintains ownership in WilLo Financial Group LLC and Rolin Insurance Services LLC, where she sells fixed insurance products and life and health insurance. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a nationwide network of nearly 300 investment adviser representatives. The firm utilizes a range of investment products and provides tailored advice via local advisers using model portfolios and third-party sub-advisers.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Joshua D

Series 65

Norman, OK

Foundations Investment Advisors LLC

Joshua Driskill is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has previously worked at Sound Income Strategies LLC and has ongoing roles at WilLo Financial Group LLC and Rolin Insurance Services LLC. Outside of his advisory work, he is involved in fixed insurance, fixed annuity sales, and life and health insurance sales through these firms. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, third-party sub-advisers, and a broad set of investment products.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
View complete list of advisors at this office
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