Michael Orr (CRD# 5034610) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities, Inc. | Cincinnati, OH | Jan 2021 - Current | 3 |
| Ifs Financial Services | Cincinnati, OH | Jan 2021 - Current | 3 |
| Riversource Investments | Minneapolis, MN | May 2010 - Jan 2021 | 10 |
| Riversource Fund Distributors, Inc. | Boston, MA | May 2010 - Jan 2021 | 10 |
| Columbia Management Group | Boston, MA | Nov 2006 - Jan 2021 | 14 |
| Columbia Management Advisors, LLC | Boston, MA | Nov 2006 - Jan 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
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Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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