Jon Orcutt (CRD# 2767462) is an Investment Advisor Representative working at Afl Advisory Group LLC in Allegany, NY and has over 27 years of experience in the finance industry.
CRD# 5154457
Lpl Financial LLC
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2598701
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Afl Advisory Group LLC | Allegany, NY | Oct 2014 - Current | 9 |
| Afl Advisory Group LLC | Allegany, NY | Oct 2013 - Current | 10 |
| Allocation For Life | Canandaigua, NY | Jan 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
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- NJ
- NY
- NC
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Total Assets Under Management21MILLIONS
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Total Number of Accounts66ACCOUNTS
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Average Account Value$319,699
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC, NJ, NY
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