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).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $260,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Lynn H. Orr Capital Management Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lynn H. Orr
CRD#: 1244047
1857 San Marco Road, Suite C-215, Marco Island, FL 34145
86
Wealthminder
score

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 32 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.

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