Michael Orr (CRD# 2030648) is an Investment Advisor Representative working at Edward Jones in Beaufort, NC and has over 34 years of experience in the finance industry.
CRD# 5235440
Capital Investment Advisory Services, LLC
CRD# 6190747
Commonwealth Financial Network
CRD# 6074285
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Beaufort, NC | Mar 1999 - Current | 25 |
| Sia Group | Jacksonville, NC | Sep 1996 - Current | 27 |
| Ameritas Life Insurance Corp | Charlotte, NC | Feb 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- NC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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