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Mark Jeffrey Orr

Brookstone Wealth Advisors, LLC

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About Mark Jeffrey Orr

Mark Jeffrey Orr is a financial advisor registered with Brookstone Wealth Advisors, LLC. Mark has been a financial advisor for over 25 years and has a wide range of experience in the industry. Mark is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Mark is also a registered representative of Brookstone Wealth Advisors, LLC in Georgia, Florida, Louisiana, and Texas. Mark specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.

Firm Information

Mark Orr is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Mark Orr’s Registration & Firm History

GA

10/19/2021 - Present

Brookstone Wealth Advisors, LLC (ALPHARETTA GA)

GA

10/28/1998 - 07/25/2012

SICOR SECURITIES INC (ALPHARETTA GA)

GA

07/06/1998 - 10/08/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Jeffrey Orr.
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