Francis OrtnerCRD 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 34 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Sep 2000 - Current||17|
|Ortner, O'brien & Ortner Advisory Group, Inc.||Malvern, PA||Sep 2000 - Current||17|
|Francis C. Ortner, Jr.||Malvern, PA||Jan 1971 - Current||47|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
Total Assets Under Management264MILLIONS
Total Number of Accounts1,187ACCOUNTS
Average Account Value$222,800
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NH, PA, TX