Richard Orr, financial advisor Vernon Hills IL
93 score

Richard Orr

CRD Number: 1816027
Current Firm: Cuso Financial Services, LP

Richard Orr (CRD# 1816027) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Bcu Wealth Advisors, LLC Vernon Hills, IL Nov 2012 - Current 4
Cuso Financial Services, LP Vernon Hills, IL Apr 2010 - Current 6
Baxter Credit Union Vernon Hills, IL Feb 2010 - Current 6
Cuna Brokerage Services Inc. Waverly, IA Feb 2010 - Apr 2010 < 1
Axa Advisors, LLC Oak Brook, IL Mar 2006 - Jan 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Richard A. Orr
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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