Daniel Orr, financial advisor Wheaton IL

Daniel Orr

CRD Number: 4341514
Current Firm: First Trust Advisors LP

Daniel Orr (CRD# 4341514) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Advisors LP Wheaton, IL Apr 2019 - Current 5
First Trust Portfolios LP Wheaton, IL Apr 2019 - Current 5
Ftn Financial Capital Markets Lisle, IL Apr 2015 - Apr 2019 4
Ftn Financial Securities Corp Lisle, IL Apr 2015 - Apr 2019 4
Sterne Agee Lisle, IL Apr 2012 - Apr 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Daniel S. Orr
Phone Number: 630-765-8000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    210,879
    MILLIONS
  • Total Number of Accounts
    2,926
    ACCOUNTS
  • Average Account Value
    $72,070,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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