Francis Orr (CRD# 6465028) is an Investment Advisor Representative working at Rather & Kittrell, Inc. in Knoxville, TN and has over 8 years of experience in the finance industry. Francis 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.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rather & Kittrell, Inc. | Knoxville, TN | Sep 2016 - Current | 7 |
| Securities Service Network, Inc. | Knoxville, TN | Oct 2016 - Aug 2020 | 3 |
| Credit Union Investment Services | Raleigh, NC | May 2015 - Sep 2016 | 1 |
| Secu Brokerage Services | Raleigh, NC | Mar 2015 - Sep 2016 | 1 |
| Secu Life Insurance Company | Raleigh, NC | Mar 2015 - Sep 2016 | 1 |
| State Employees' Credit Union | Robbinsville, NC | Jan 2012 - Sep 2016 | 4 |
| Smokey Mountain Cable Construction, LLC | Andrews, NC | Mar 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
- TN
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Total Assets Under Management1,491MILLIONS
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Total Number of Accounts2,905ACCOUNTS
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Average Account Value$513,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, GA, KY, LA, NC, NH, SC, TN, TX, VA
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