William Orr, financial advisor The Woodlands TX
88 score

William Orr

Compass Corporate Retirement Solutions

CRD Number: 1984094
Current Firm: Foresters Equity Services, Inc.
Compensation Model: Both

Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with the nations top fiduciary management organizations so we have both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.

What We Do…

Our job is to make your firms retirement plan work for your rather than the other way around. We are uniquely qualified to assist and consult on your firms retirement program, acting as the named 3(21) fiduciary. With us acting as a fiduciary this can help mitigate some of the liability that comes along with having a company sponsored retirement plan.

 

William Orr (CRD# 1984094) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in The Woodlands, TX and has over 26 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Compass Corporate Retirement Solutions The Woodlands, TX Jan 2001 - Aug 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S7 General Securities Representative Examination (GS) Jan 1990
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William P. Orr
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Securities and advisory services offered through Foresters Equity Services, Inc. a registered broker-dealer and investment advisor. Member FINRA/SIPC. Compass Corporate Retirement Solutions and Foresters Equity Services, Inc. are unaffiliated entities. OSJ: 16610 Dallas Parkway Suite 1700 Dallas, TX 75248T - 972-503-43430

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BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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