Joshua Driskill (CRD# 7832757) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Purcell, OK and has 1 year of experience in the finance industry.
CRD# 6321255
Edward Jones
CRD# 4258404
Epic Wealth Management, LLC
CRD# 4820299
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Income Strategies LLC | Fort Lauderdale, FL | Nov 2023 - Current | < 1 |
| Rolin Insurance Services LLC | Purcell, OK | Jun 2022 - Current | 1 |
| Willo Financial Group LLC | Purcell, OK | Jun 2022 - Current | 1 |
| Monroe Brothers Paint & Body | Carthage, TX | Jun 2021 - Jun 2022 | 1 |
| Tyson Foods Inc. | Carthage, TX | Jan 2014 - May 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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