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Kyla Jordan Orr is a registered Investment Advisor Representative at Premier Financial Group Inc. Kyla is licensed in California and has been in the industry since 2018. Kyla has completed the Uniform Investment Adviser Law Examination and has a Series 65 designation. Kyla specializes in providing financial planning, pension consulting, educational seminars and portfolio management for individuals.
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.
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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CA
10/14/2022 - Present
Premier Financial Group Inc. (EUREKA CA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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