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Michael Raymond Orr

Touchstone Advisors Inc.

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About Michael Raymond Orr

Michael Orr is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Touchstone Advisors Inc. and has been registered in 53 states and the District of Columbia. Previously, Michael was a financial advisor at Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., Edward Jones, and Ameriprise Financial Services, Inc. Michael's experience includes providing business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Michael specializes in providing portfolio management for Investment Companies.

Firm Information

Michael Orr is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Michael Orr’s Registration & Firm History

OH

01/28/2021 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

MA

05/01/2010 - 01/21/2021

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

11/28/2006 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MO

02/07/2006 - 03/01/2006

EDWARD JONES (ST. LOUIS MO)

MN

01/07/2006 - 02/02/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Raymond Orr.
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