William Orr
CRD Number: 1984094
Current Firm: Pensionmark Financial Group, LLC
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.
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Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Santa Barbara, CA | Oct 2017 - Current | 6 |
| Pensionmark Dba Compass Corporate Retirement Solutions | Santa Barbara, CA | Oct 2017 - Current | 6 |
| Foresters Equity Services, Inc. | San Diego, CA | Feb 2016 - Oct 2017 | 1 |
| Wespac Advisors, LLC | Oakland, CA | Jan 2006 - Feb 2016 | 10 |
| Adviseme National Advisors | Cleveland, OH | Jan 2015 - Jan 2016 | 1 |
| Independent Financial Group LLC | The Woodlands, TX | Aug 2014 - Jan 2016 | 1 |
| Financial Telesis | San Rafael, CA | Oct 2004 - Aug 2014 | 9 |
| 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 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management37,760MILLIONS
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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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