Unclaimed
Jamie Glynn Orr is a financial advisor with LPL Financial LLC. Jamie has been in the financial industry since 2008 and is registered to provide investment advice in 22 states. Jamie is also a registered representative of LPL Financial LLC. Jamie specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients. Prior to joining LPL Financial LLC, Jamie was an advisor at Wells Fargo Advisors Financial Network, LLC and Edward Jones.
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
TN
10/15/2021 - Present
LPL Financial LLC (PARIS TN)
TN
10/18/2016 - 10/18/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PARIS TN)
TN
05/16/2008 - 10/19/2016
EDWARD JONES (PARIS TN)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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