Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Orr is an investment advisor representative with Ausdal Financial Partners, Inc. Richard has over 30 years of experience in the financial services industry. Richard's career started in 1988 and has included positions at CUSO Financial Services, L.P., CUNA Brokerage Services, Inc., AXA Advisors, LLC, H&R Block Financial Advisors, Inc., First Gateway Securities Inc., Titan/Value Equities Group, Inc., Jonathan Alan & Co., Inc., Hibbard Brown & Co., Inc. and Sherwood Capital, Inc. Richard has a Series 65, Series 63, Series 10, Series 9, Series 24, Series 8, SIE, Series 31, and Series 7. Richard specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Richard's firm provides services to individuals, high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
06/22/2018 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IL
04/05/2010 - 06/25/2018
CUSO FINANCIAL SERVICES, L.P. (VERNON HILLS IL)
IL
02/05/2010 - 04/06/2010
CUNA BROKERAGE SERVICES, INC. (VERNON HILLS IL)
IL
03/02/2006 - 01/28/2010
AXA ADVISORS, LLC (OAK BROOK IL)
IL
06/25/1991 - 03/10/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)
NA
08/06/1990 - 06/18/1991
FIRST GATEWAY SECURITIES INC.
CA
05/18/1990 - 08/03/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/03/1989 - 05/18/1990
JONATHAN ALAN & CO., INC.
NY
06/09/1988 - 10/07/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
05/25/1988 - 05/31/1988
SHERWOOD CAPITAL, INC.
IA
Issued 08/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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