Mark Orr (CRD# 3061367) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry. Mark Orr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Proactive Tax Planning, LLC | Alpharetta, GA | Jun 2019 - Current | 4 |
| Retirement Wealth Advisors | Alpharetta, GA | Jul 2018 - Current | 5 |
| The Eagle Team | Woodbury, MN | Apr 2005 - Current | 19 |
| Self-employed Cfp | Alpharetta, GA | Nov 1997 - Current | 26 |
| My Legacy Lock | Mesa, AZ | Nov 2019 - Dec 2020 | 1 |
| Horter Investment Management, LLC | Cincinnati, OH | Jan 2017 - Jul 2018 | 1 |
| Morr Capital Management, Inc. | Alpharetta, GA | May 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
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- GA
- LA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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