Francis Ortner, financial advisor Malvern PA
93 score

Francis Ortner

CRD Number: 1175718
Current Firm: Onesource Retirement Advisors, Inc.

Francis Ortner (CRD# 1175718) is an Investment Advisor Representative working at Onesource Retirement Advisors, Inc. in Malvern, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Sep 2000 - Current 16
Ortner, O'brien & Ortner Advisory Group, Inc. Malvern, PA Sep 2000 - Current 16
Francis C. Ortner, Jr. Malvern, PA Jan 1971 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Contact Info for Francis C. Ortner
Phone Number: 610-251-9393
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $196,683
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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