Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Howard Orr is a financial advisor registered in 18 states and the District of Columbia. Steven currently works for Grove Point Advisors, LLC and has been with them since April 2021. Steven has been in the financial services industry since August 1987. Before joining Grove Point Advisors, LLC, Steven worked for several other firms, including DEWAAY FINANCIAL NETWORK, LLC, H. BECK, INC., and AAL CAPITAL MANAGEMENT CORPORATION. Steven has a broad range of experience in financial advising, including financial planning, portfolio management, and pension consulting. Steven is also a licensed insurance agent and has experience in the insurance industry. Steven is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
1
2
TX
04/01/2021 - Present
Grove Point Advisors, LLC (Victoria TX)
TX
04/03/2009 - 05/20/2011
DEWAAY FINANCIAL NETWORK, LLC (VICTORIA TX)
TX
12/02/1994 - 04/03/2009
H. BECK, INC. (VICTORIA TX)
MN
07/24/1987 - 11/22/1994
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 06/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Orr is the right advisor for you? Invested Better is here to help.
