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David John Badecki

Orion Financial Advisors

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About David John Badecki

David Badecki is an Investment Advisor Representative registered with Orion Financial Advisors in Voorhees, New Jersey. David has been in the industry since 2011 and has experience with financial planning and portfolio management. David is currently registered with the state of New Jersey and has passed the Uniform Investment Adviser Law Examination (Series 65). David also has a background in insurance sales and spends approximately 25 hours per month on this business.

Firm Information

David Badecki is currently registered with Orion Financial Advisors. 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.

$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.

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David Badecki’s Registration & Firm History

NJ

05/28/2024 - Present

Orion Financial Advisors (VOORHEES NJ)

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Licenses & Designations

IA

Issued 07/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David John Badecki.
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