Anthony Van OreCRD 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 19 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Financial Management Concepts||Winter Springs, FL||Apr 2008 - Current||9|
|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|
Total Assets Under Management121MILLIONS
Total Number of Accounts605ACCOUNTS
Average Account Value$200,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses