Unclaimed
Dustin Robert Orr is a financial advisor who has been in the industry since 2012. He is currently registered with LPL Financial LLC and has been registered with them since 2017. Prior to that, Dustin was registered with Investment Centers of America, Inc. from 2012 to 2017. Dustin is licensed in Florida, Illinois, New Jersey, and North Carolina. He holds the Series 63, Series 65, Series 7, and SIE licenses. Dustin has a strong background in financial planning, portfolio management, and investment advisory services. He has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Dustin's commitment to his clients is to provide them with personalized financial advice and guidance that helps them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/30/2017 - Present
LPL Financial LLC (BRANDON FL)
FL
11/28/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BRANDON FL)
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dustin Orr is the right advisor for you? Invested Better is here to help.