Lynn H. Orr Capital Management Group, Inc.
Lynn H. Orr Capital Management Group, Inc. (CRD# 112147) is a financial advisory firm headquartered in Marco Island, FL. They manage $36,700,000 in 141 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts141ACCOUNTS
Average Account Value$260,284
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Lynn Orr (CRD# 1244047) is an Investment Advisor Representative working at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL and has over 33 years of experience in the finance industry. Lynn 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.