Anthony Van Ore, financial advisor Winter Springs FL
96 score

Anthony Van Ore

CRD Number: 3028693
Current Firm: Financial Management Concepts

Anthony Van Ore (CRD# 3028693) is an Investment Advisor Representative working at Financial Management Concepts in Winter Springs, FL and has over 18 years of experience in the finance industry. Anthony Van Ore 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
Financial Management Concepts Winter Springs, FL Apr 2008 - Current 8
Charles Schwab & Company, Inc. Orlando, FL Jul 2000 - Apr 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Anthony F. Van Ore
Phone Number: 407-647-7006
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $200,751
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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

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