Frederick Orr, financial advisor Treasure Island FL
96 score

Frederick Orr

CRD Number: 1140207
Current Firm: Cambridge Investment Research Advisors, Inc.

Frederick Orr (CRD# 1140207) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Treasure Island, FL and has over 33 years of experience in the finance industry. Frederick 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2008 - Current 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2008 - Current 8
Cambridge Legacy Group Fort Worth, TX Jan 2008 - Apr 2008 < 1
Retired Fort Worth, TX Oct 2007 - Dec 2007 < 1
First Command Financial Planning, Inc. Fort Worth, TX Apr 1983 - Sep 2007 24
First Command Financial Services, Inc. Fort Worth, TX Apr 1983 - Sep 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Frederick D. Orr
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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