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Orion Financial Advisors

Headquartered in VOORHEES, NJ

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Firm Information

Orion Financial Advisors is an independent financial advisory firm that provides portfolio management services for individuals. They have 2 licensed agents and 2 investment advisor representatives managing approximately $5.4 million in assets for 39 clients. The firm offers educational seminars and has a website at https://www.orionfinancialadvisor.com.

Orion Financial Advisors

$5.41M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ORION FINANCIAL ADVISORS has a total of 1 branch locations across the country.
location

VOORHEES, NJ

Advisors at Orion Financial Advisors

View All 3 Advisors
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Mark Ghazal

RA

VOORHEES, NJ

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David John Badecki

RA

VOORHEES, NJ

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Andrew Fouad Ghazal

RA

VOORHEES, NJ

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Disclosures

There are no public disclosures for Orion Financial Advisors.

Frequently Asked Questions (9)

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