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Kyla Jordan Orr

Premier Financial Group Inc.

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About Kyla Jordan Orr

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.

Firm Information

Kyla Orr is currently registered with Premier Financial Group Inc.. Premier Financial Group Inc. is an investment advisory firm headquartered in Eureka, CA. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals. With over 1200 accounts and $672 million in regulatory assets under management, they serve a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Their services include educational seminars and publication of periodicals.
Premier Financial Group Inc.

725 SIXTH STREET

EUREKA, CA 95501-1103

$672.39M

Assets Under Management

Not reported

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyla Orr’s Registration & Firm History

CA

10/14/2022 - Present

Premier Financial Group Inc. (EUREKA CA)

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Licenses & Designations

IA

Issued 10/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyla Jordan Orr.
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