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Antoine Basil Orr

Plancorr Wealth Management, LLC

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About Antoine Basil Orr

Antoine Basil Orr is a financial advisor with over 20 years of experience in the financial services industry. Antoine is currently registered as a Registered Representative with Plancorr Wealth Management, LLC. Antoine is also a registered Investment Advisor Representative and holds Series 6, 63 and 65 licenses. Antoine is experienced in providing financial planning, educational seminars and investment advice to individuals.

Firm Information

Antoine Orr is currently registered with Plancorr Wealth Management, LLC. Plancorr Wealth Management, LLC is a financial planning firm with 1 licensed agent and 1 investment adviser representative. They offer financial planning services and educational seminars.

Not reported

Assets Under Management

1

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Antoine Orr’s Registration & Firm History

MD

01/01/2025 - Present

Plancorr Wealth Management, LLC (Nottingham MD)

MD

05/31/2006 - 06/13/2008

H. BECK, INC. (LAUREL MD)

MD

08/10/2005 - 06/09/2006

MML INVESTORS SERVICES, INC. (BETHESDA MD)

MI

05/22/2003 - 08/10/2005

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

FL

10/31/2002 - 05/21/2003

INVESTACORP, INC. (MIAMI FL)

MN

10/23/2000 - 11/06/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

KS

05/04/1999 - 11/08/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 06/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Antoine Basil Orr.
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