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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Orr is a financial advisor with Texas Capital Bank Private Wealth Advisors. James Orr has been in the financial services industry since 1988. James Orr's specialties include financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisers. James Orr holds the Series 4, 7, 24, 52, 63, and 65 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/04/2019 - Present
Texas Capital Bank Private Wealth Advisors (DALLAS TX)
TX
05/01/2015 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
SC
10/04/2004 - 02/24/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
03/27/2003 - 07/28/2003
NATIONAL ALLIANCE CAPITAL, LLC (AUSTIN TX)
TX
06/22/1999 - 03/30/2001
AFC SECURITIES INC. (IRVING TX)
IL
05/09/1994 - 11/17/1997
CATERPILLAR SECURITIES INC. (PEORIA IL)
NA
12/05/1988 - 07/14/1989
APS FINANCIAL CORPORATION
NA
10/08/1987 - 11/26/1988
L&N INVESTMENT COMPANY, L.P.
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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