Scott Orr, financial advisor Houston TX

Scott Orr

CRD Number: 4734288
Current Firm: Sfo Capital, Inc.

Scott Orr (CRD# 4734288) is an Investment Advisor Representative working at Sfo Capital, Inc. in Houston, TX and has 1 year of experience in the finance industry. Scott 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.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Sfo Capital, Inc. ( Fka Sfo Capital, Llc) Houston, TX Mar 2015 - Current 9
Orr & Company, Cpa's Houston, TX Nov 1997 - Current 26
Scott F. Orr, Cpa Houston, TX Oct 1997 - Current 26
Founders Capital Management, Inc. Houston, TX Nov 2003 - Feb 2019 15

Scott Orr has no recent exams reported.
Contact Info for Scott F. Orr
Phone Number: 713-823-5612
Registered State(s):
  • TX
Current Firm Details
Sfo Capital, Inc.
Firm's CRD Number: 172412
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $750,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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