Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Orr is a registered investment advisor representative, currently associated with Orr, Brad L. Brad is a registered investment advisor representative in Wyoming and has been in the industry since 2001. Brad has experience at Raymond James Financial Services, Inc. Brad has passed the Series 7, Series 9, Series 10, and Series 63 exams. Brad specializes in providing portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WY
01/24/2018 - Present
ORR, Brad L. (CASPER WY)
WY
04/25/2001 - 02/24/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CASPER WY)
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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